Wealth Advisor

Wealth Advisor

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

Description

Overview

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

Highlights

  • 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.

Requirements

  • Entrepreneurial drive to continuously improve and grow in a collaborative team based environment
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