Senior Wealth Advisor for UHNW Families - Family Office
Biltmore Family Office, LLC
Biltmore Family Office, LLC in Charlotte, NC seeks an experienced Wealth Advisor to build and manage long-term relationships with ultra-high-net-worth clients, delivering sophisticated multi-generational wealth management guidance. You will lead development of comprehensive strategies aligned with client objectives, coordinate with estate planners and investment professionals, and maintain the highest standards of confidentiality and professionalism in a highly personalized service environment. #J-18808-Ljbffr Biltmore Family Office, LLC
- ...Charlotte is looking for an experienced Senior Vice President / Managing Director... ...role involves acting as a primary advisor to high net worth families, managing investments, estate planning... ...have a minimum of 10 years in wealth management and a portable book of at...Senior
- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in... ..., and influential individuals and families. By communicating Vanguard’s investment... ...hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday...Work at officeSeniorFull timeLocal areaRemote workRelocationMonday to Friday
- ...Financial Advisor This Fortune 500 financial institution is built... ...in investment advisory or wealth management ~ Proven, transferable... ...-net-worth individuals and families, managing complex portfolios... ...may be available Office space in branch location CFP...Work at officeSenior
- ...together. We believe in the importance of in-office collaboration and fully intend for the... ...specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you... ...positions Paid parental leave and family building benefits Tuition reimbursement...Work at officeSenior
- ...high-net-worth individuals and families to enjoy a full life, while... ...enabling them to preserve their wealth for future generations, and... ...of planning teams and Wealth Advisors Completes financial plans,... ...experience Proficiency in Microsoft Office, especially Excel Strong...Work at officeSeniorPermanent employmentTemporary workFlexible hours
- Brown Brothers Harriman & Co. is hiring a Family Office Analyst in Charlotte. The role supports Relationship Managers by being the primary... ...Candidates should have a Bachelor’s degree and relevant experience in Wealth Management, alongside strong analytical and communication...Work at office
$140k - $200k
...financial planners. As a Senior Financial Planner, you... ...services and advice to advisors & clients, helping them... ...in our Charlotte, NC office with a hybrid work schedule... ...other groups within Wealth Solutions to develop client... ...part of the AssetMark family. Our Culture &...Work at officeSeniorFull timeFlexible hours- ...BCG Attorney Search is seeking an experienced family law attorney to join their team in Charlotte, North Carolina as a Senior Associate or Junior Partner. This role involves representing clients in various family law matters and managing a diverse caseload with minimal...Senior
- Price Benowitz LLP seeks an experienced Family Law Attorney to expand in Raleigh and the Triangle. This role targets a business-generating attorney with an existing book of business, supported by robust infrastructure, marketing, and operations. Ideal candidates will grow...Senior
$110k
A family and elder law firm in Charlotte, NC, is seeking a Family Law Attorney with a minimum of 5 years of relevant experience. The role requires strong communication, negotiation, and problem-solving skills. The attorney will be responsible for analyzing legal issues...Senior$140k
The McIlveen Family Law Firm in Charlotte, NC is seeking a Senior Associate Attorney with over 5 years of experience. This role demands exceptional skills in trial, negotiation, research, and communication. Successful candidates will advise clients, prepare legal documents...Senior- C. Herman Construction, a Charlotte-based general contractor, seeks an experienced Project Manager with 7+ years in multi-family construction. The PM will coordinate with operations, accounting, and the project team on projects ranging from $3M to $100M+. Strong leadership...SeniorFor contractors
- Elliott Davis is seeking a Tax Senior to join our High Net Worth practice. You will prepare and perform technical reviews on high-net-worth individuals, family partnerships, and trusts to ensure compliance with state and federal tax regulations. The role includes preparing...Senior
$64.2k - $116.4k
...Opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an... ...including but not limited to Microsoft Office (Excel, PowerPoint), SharePoint, and CRM... ...Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when...Work at officeSeniorContract workWork experience placementSummer holidayFlexible hours$89k - $125k
...Summary: Working within a team, the Senior Consultant will be responsible for providing... ...working arrangement (3 days in the office and 2 days remote) The salary range... ...marital status, domestic partnership status, familial status, parental status, sex, pregnancy,...Work at officeSeniorLocal areaRemote workWork visaFlexible hoursNight shift- Jobot is seeking a seasoned Family Law Attorney to join a fast-growing firm. This permanent, full-time role focuses on divorce, child custody, and related litigation, with opportunities to handle a high-volume caseload and meaningful client impact. The ideal candidate...SeniorPermanent employmentFull time
$110k
...reports and recommendations to clients' senior management and regulatory authorities, as... ...Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC) sanctions... ...(FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave...Work at officeSeniorH1bWorldwideVisa sponsorshipWork visaFlexible hours3 days per week- Job Overview A law firm seeks an experienced family law attorney to join their team as a Senior Associate or Junior Partner in Charlotte, North Carolina. The firm is dedicated to providing exceptional legal services and is looking for a highly skilled attorney to uphold...Senior
- A multi-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory... ...individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing...Work at officeFull time
- ...Job Description Family Law - Attorney Rech Law, P.C., a leading family law firm in North Carolina, is currently seeking a licensed family... ...– and this position will work primarily out of the Charlotte office. Candidates must be licensed in the State of North Carolina and...Work at office
- ...in Charlotte, NC is looking for a compassionate, board certified Family Physician to join their outpatient primary care team. This role... ...week and relocation allowance among other benefits. With strong office morale and a focus on teamwork, you will be well-supported in a...Work at officeSummer workRelocation package
- ...Job Description Job Description Family Law - Attorney Rech Law, P.C., a leading family law firm in North Carolina, is currently... ...Monroe. This position would work primarily out of the Charlotte office. The candidate must be licensed in the State of North Carolina....Work at office
- ...Charlotte, and seeks a Managing Attorney to lead our new office. This is a rare leadership opportunity to shape the... ...the firm's reputation and resources. You will guide senior and junior attorneys, handle complex family law matters, and establish a standard of excellence....Work at office
- Marshall & Taylor, PLLC in Charlotte is seeking a Managing Attorney to lead its new Charlotte office. This is a rare leadership opportunity to build and direct a premier family law practice with the support and resources of an established North Carolina firm. The role...Work at office
- ...product, system or application of the Truist Wealth platform including but not limited to:... ...efficiency, risk management, client and advisor experience, and asset and revenue goals.... ...computer applications such as Microsoft Office products Ability to travel, occasionally...Work at officeSeniorFull timePart timeShift workDay shift
$300k
...Charlotte, North Carolina – Outpatient Family Medicine PhysicianBeautiful Charlotte, North Carolina locationOutpatient only physicianValue... .../Medicaid Advantage patientsAll patients are 65+Monday-Friday office only schedulePhone call shared with all providersMinimal phone...Work at officeMonday to Friday- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...with high-net-worth individuals and families to develop personalized financial... ...for clients. With centralized back-office services, resources, and technology, our...Senior
- CyberCoders seeks a seasoned Family Law Attorney to serve as Managing Attorney, handling divorce, custody, asset division, adoption, and... ...while upholding the firm's ethical standards. You will oversee office operations, mentor junior attorneys and staff, and collaborate with...Work at office
- ...Family Medicine Physician or Internal Medicine Physician Join a growing outpatient concierge practice in Charlotte, NC! This is a rare... ...Friday, 9:00 am to 5:00 pm No supervision of APPs Dedicated RN, office, and patient exam rooms Charlotte offers a vibrant urban lifestyle...Work at officeMonday to Friday
- Essex Richards, P.A., in Charlotte, is looking for an experienced Family Law Paralegal to support an attorney team in various legal... ...drafting and organization skills, and proficiency in Microsoft Office. This position promises a competitive benefits package and confidentiality...Work at office
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