Senior Private Wealth Advisor to UHNW Families

A leading financial services firm in Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory team. The role involves acting as a primary advisor to high net worth families, managing investments, estate planning, and philanthropy. Candidates should have a minimum of 10 years in wealth management and a portable book of at least $25 million in assets. The position offers a competitive base salary, performance-based incentives, and a pathway to ownership. #J-18808-Ljbffr Coda Search│Staffing