175 wealth jobs at 44 companies in Charlotte, NC
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Senior Wealth Specialist
Charlotte or Chicago
$160k-$200k/yr HybridFull Time
5+ YOE5+ years in wealth management or business development, FINRA Series 7 and 63 required, strong investment and tax-aware strategy knowledge, persuasive communicator, able to travel extensively.
3mo
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Senior Wealth Advisor
Charlotte, North Carolina, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor's in finance/business/economics preferred; strong communication and sales orientation.
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
1mo
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Director, Premium & Wealth
Charlotte, North Carolina, United States
$232k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years in wealth management or premium fintech operations, 5+ years managing managers, FINRA Series licensing or equivalent, strong operational metrics experience, familiarity with regulated trading workflows, and responsible use of generative AI.
1w
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Wealth Advisor - PNC Wealth Management
Charlotte or Greensboro or Raleigh or Winston-Salem or Durham
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience, or equivalent education and experience. Requires FINRA Series 7 and 66 or 63 and 65, plus Life and Health Insurance licenses.
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
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Wealth Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOEBA/BS required, 5+ years experience, strong sales and investment knowledge, project management and communication skills, basic Microsoft Office, valid driver's license; CTFA or CFP preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3d
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Wealth Advisor
Hackensack or Waltham or Charlotte or New York or Providence or Hamden or Princeton or Melville or Durham or Fairfax
$80k-$95k/yr OnsiteFull Time
3+ YOERequires 3+ years of financial services experience, a university degree preferred, and Series 7, 63, and 65 or 66 registrations completed within 120 days; 5+ years preferred.
AI
2mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
5d
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Associate Wealth Advisor
Charlotte, North Carolina, United States
$75k-$85k/yr HybridFull Time
4+ YOEBachelor's degree, Series 65 or equivalent, 4+ years of financial services experience, financial analysis and planning expertise, investment and tax knowledge, CRM proficiency, and clean U4; CFP preferred.
CRM, LinkedIn
1mo
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Wealth Management Research, Senior Specialist
Malvern or Charlotte
HybridFull Time
8+ YOEBachelor's degree in finance/economics/related, 8+ years research experience in wealth management or financial planning, deep expertise in tax and estate planning, strong analytical and communication skills.
3w
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Wealth Management Business Enablement Partner
Birmingham or Charlotte or Nashville or Atlanta
$124k-$152k/yr OnsiteFull Time
8+ YOEBachelor's degree,8+ years in wealth management or financial services,experience as Salesforce business owner/advanced user,CRM and analytics proficiency,change management and process design skills.
Salesforce, Salesforce Financial Services Cloud
3mo
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Private Wealth Investment Management Specialist
Columbia or Charlotte
OnsiteFull Time
Series 7, 63/65/66 or equivalent; SAFE Act registration; state registrations; at least one firm-approved designation; strong communication; deep wealth management knowledge; portfolio analysis and client reporting skills.
2mo
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Wealth Regional Supervisor
Charlotte or Atlanta or Richmond
OnsiteFull Time
5+ YOEFINRA licenses (7/24/53/66; 63/65 possible in lieu of 66), Life/Health and Variable Insurance Licensing, 5+ years retail brokerage supervision/compliance, strong communication and investigative skills.
2w
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Wealth Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 or Series 63 and Series 65 required; four-year degree preferred; strong client service, leadership, and Microsoft Excel skills; knowledge of financial products.
Microsoft Excel, MS Office
2w
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Wealth Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years relevant experience, active Series 7 and Series 66 or Series 63+65 licenses, four-year degree preferred, strong client service, communication, Excel and platform proficiency.
Microsoft Office, Microsoft Excel, MS Online
3mo
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Distribution and Partnerships Lead, Wealth Management
Dublin or Charlotte
HybridFull Time
Experience leading relationships with Private Banks/Wealth Managers; deep understanding of institutional investment, public and private markets; strong communication and collaboration skills; degree educated with beneficial industry qualifications.
1mo
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PWM Private Wealth Advisor
Charlotte, North Carolina, United States
$140k-$175k/yr OnsiteFull Time
8+ YOEBachelor's or equivalent, NMLS registration required, 8+ years working with high/ultra-high net worth clients, strong relationship management and business development, CFA/CFP preferred.
3d
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Wealth Management Client Associate
Huntersville, North Carolina, United States
OnsiteFull Time
1+ YOEHigh school diploma or GED, one year of experience, strong client service and communication skills, adaptability, and proficiency with Microsoft Office applications and Salesforce.
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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