Wealth Advisor

Wealth Advisor

Wealth Advisor
Boutique Independent RIA
March 23, 2022
Charlotte, North Carolina



Fast growing, Boutique Independent RIA in Charlotte seeks a Wealth Advisor to focus on comprehensive investment and wealth management with a focus on high touch relationship management. The Firm caters to ultra-high-net-worth clientele, and fosters a collegial culture of continuous learning and growth.

Not a sales role

No portable book of business required


  • Collaborate with Lead Advisors as part of an ensemble practice to provide guidance to ultra-high net worth families on strategic asset management, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory
  • Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
  • The Firm has a history or retaining and developing talent. Long term path to partnership.


  • Entrepreneurial drive to continuously improve and grow in a collaborative team based environment
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Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation

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