Last updated: 2025-06-27
15 Wealth Management jobs in Charlotte.
Hiring now: Lead Advisor @ Brighton J, Private Client Relationship Manager @ Citizens, Tax Manager @ Aprio Llp, Financial Advisor In Training @ Ameriprise, Advisor Development Program Client Assoc @ Bank Of Am, Insurance Agent @ Horace Man, Registered Wealth Management Client Asso @ Bank Of Am. Explore more at at jobswithgpt.com
🔥 Skills
Wealth Management (4)
Customer Service (3)
Financial Advisor (3)
client relationships (3)
client experience (2)
growth (2)
Private Client (2)
Relationship Manager (2)
Risk Management (2)
Business Development (2)
📍 Locations
Charlotte (12)
Concord (1)
Statesville (1)
Brighton Jones
We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their va…
Lead Advisor
Charlotte
- Skills: Wealth Alignment, client experience, marketing, business development, operations, collaboration, growth, client retention, team-based environment, compassion
- Experience: CFP® certification
- Type: Full-time
Citizens
Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, an…
Private Client Relationship Manager
Charlotte
- Skills: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
- Type: Full-time
Aprio, LLP
A progressive, fast-growing CPA and advisory firm with multiple global locations.
Tax Manager
Charlotte
- Skills: tax, client, strategies, tax bills, services, advisory, professional, growth, opportunities, team
Ameriprise Financial
A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. The company operates in more than …
Financial Advisor in Training
Charlotte
- Skills: financial advising, licensing, client relationships, training, mentorship, phone-based, financial planning, product discussions, CRM, professional development
- Experience: High School diploma or equivalent; active SIE, Series 7, S63 or S66, S65 or S66, and Life/Health licenses or ability to obtain within specified timeframes.
- Type: Full-time
Citizens
Managing Director, Advisory - RIA/Wealth Management
Charlotte
- Skills: Managing Director, Advisory, RIA, Wealth Management, Commercial Banking, Financial Institution, Client Relationship, Business Development, Investment Strategies, Leadership
- Type: Full-time
Bank of America
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Advisor Development Program Client Associate
Charlotte
- Skills: Client Service, Financial Advisors, Securities Industry, Client Management, Investment Advice, Wealth Management, Operational Excellence, Client Advocacy, Training Programs, Networking
- Type: full_time
Horace Mann
We help individual educators identify their financial goals and develop plans to achieve them.
Insurance Agent
Concord
- Skills: insurance agent, financial goals, educator market, book of business, relationship building, cross-selling, upselling, financial protection, student loan solutions, performance incentives
- Type: contract
Bank of America Merrill Lynch
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Registered Wealth Management Client Associate
Charlotte
- Skills: wealth management, investment products, sales support, financial advisors, client service, onboarding, communication, Microsoft Excel, Salesforce, client experience
- Type: full_time
Bank of America
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clie…
Financial Solutions Advisor Stage I Consumer Investments
Statesville
- Skills: Financial Advisor, Securities Industry, investment solutions, client relationships, financial goals, consultative approach, training programs, relationship management, regulatory compliance, financial analysis
- Type: full_time