Wealth Advisor

Job Description

Company Description Biltmore Family Office, LLC is a multi-family office firm serving ultra-high-net-worth individuals and families nationwide with comprehensive, client-centered wealth management solutions. Based in Charlotte, NC, the firm focuses on long-term relationships, objective advice, and tailored strategies that align with each client’s goals and values. Biltmore Family Office emphasizes a collaborative, team-oriented environment where professionals can contribute meaningfully to clients’ financial wellbeing. The firm values integrity, transparency, and thoughtful planning in all aspects of its business.

Wealth Advisor

Location: Charlotte, NC

Employment Type: Full-Time

Experience Level: 8+ Years

About the Role

We are seeking an experienced Wealth Advisor to join our team and serve as a trusted advisor to ultra-high-net-worth individuals and families. This role will be responsible for cultivating and maintaining long-term client relationships while providing sophisticated multi-generational wealth management advice.

The ideal candidate brings a strong understanding of the complexities associated with family office clients, excellent relationship-management skills, and a high level of professionalism and discretion.

Key Responsibilities

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• Serve as a trusted advisor and primary relationship manager for ultra-high-net-worth clients.
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• Lead the development of comprehensive wealth management strategies aligned with clients' financial objectives, values, and long-term goals.
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• Coordinate with internal and external professionals, including estate attorneys, CPAs, investment managers and other specialists.
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• Identify opportunities to enhance clients' financial outcomes and proactively address needs.
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• Plan, organize and lead periodic client meetings.
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• Implement and monitor client estate plans and provide ongoing guidance.
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• Maintain a deep understanding of each client's financial circumstances, priorities, and long-term objectives.
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• Cultivate strong, enduring client relationships through exceptional service, responsiveness, and discretion.
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• Maintain the highest standards of confidentiality, fiduciary responsibility, ethics, and professionalism.
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Qualifications & Requirements

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• 8+ years of relevant experience in wealth management, financial planning, family office, or a related field.
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• Demonstrated experience working with high-net-worth and/or ultra-high-net-worth individuals and families.
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• Strong knowledge of wealth management strategies and estate planning.
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• Exceptional interpersonal, communication, presentation, and relationship-management skills.
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• Ability to manage complex client relationships and collaborate effectively with multiple internal and external professionals.
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• Strong analytical, organizational, and problem-solving capabilities.
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• High degree of integrity, judgment, and attention to detail.
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• Ability to operate effectively in a sophisticated, highly personalized client-service environment.
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• Bachelor's degree required.
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Preferred Qualifications

·      A CPA, CFP, law degree or other recognized wealth management or financial services designation is a strong plus. 

·      Experience managing complex multigenerational families and strong technical knowledge in wealth planning, estate planning, tax concepts, private investments, or philanthropy is highly valued.

What We Offer

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• Opportunity to work directly with sophisticated family office clients.
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• Collaborative environment with access to firm partners and other experienced firm professionals with expertise in estate, tax and investments.
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• Exposure to complex, multigenerational wealth planning strategies.
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• Competitive compensation and benefits package.
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• Professional development and opportunities for long-term career growth.
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How to Apply

Please submit your resume and a summary of your relevant experience working with high-net-worth clients.