Last updated: 2025-05-22

13 Wealth Management jobs in Charlotte.

Hiring now: Tax Mgr @ Aprio Llp, Sr Fiduciary Officer @ Bank Of Am, Financial Advisor In Trai @ Ameriprise, Private Client Relationsh @ Citizens, Sr Compliance Advisory Di @ Varo, Lead Advisor @ Brighton J.Explore more at at kaamvaam.com

🔥 Skills

Customer Service (3) Financial Advisor (3) compliance (3) financial services (3) growth (2) client relationships (2) training (2) financial planning (2) professional development (2) Business Banking (2)

📍 Locations

Charlotte (13)
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Aprio, Llp

Tax Manager Charlotte
Skills & Focus: tax, client, strategies, tax bills, services, advisory, professional, growth, opportunities, team
About the Company: A progressive, fast-growing CPA and advisory firm with multiple global locations.

Bank Of America

Senior Fiduciary Officer Charlotte
Skills & Focus: Fiduciary management, Trust, Leadership, Account management, Policy enforcement, Regulatory compliance, Client relationships, Risk management, Collaboration, Financial services
Experience: 3-5 years trust/fiduciary background
Salary: $100,100.00 - $164,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees

Ameriprise Financial

Financial Advisor in Training Charlotte
Skills & Focus: financial advising, licensing, client relationships, training, mentorship, phone-based, financial planning, product discussions, CRM, professional development
About the Company: 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 …
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
Benefits: Training and professional development, tuition reimbursement, support for obtaining key designations like CFP®

Citizens

Private Client Relationship Manager Charlotte
Skills & Focus: Private Client, Relationship Manager, Business Banking, Customer Service, Financial Advisor, Community Support, Diversity, Inclusion, Mentoring, Career Growth
About the Company: Citizens is a leading financial institution committed to supporting and strengthening communities, fostering a diverse and inclusive workforce, and providing a…
Type: Full-time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…
Private Client Relationship Manager Charlotte
Skills & Focus: Wealth Management, Private Banking, Client Relationship Management, Community Engagement, Professional Development, Diversity and Inclusion, Financial Services, Team Support, Networking, Career Growth
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources, and programming to support healthy habits across all aspects of…

Varo

Sr. Compliance Advisory Director Charlotte
Skills & Focus: compliance, consumer protection, financial services, product development, regulations, business problems, growth mindset, self-starter, fast-paced environment, digital bank
About the Company: Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.

Ameriprise Financial

Experienced Advisor Onsite Manager Charlotte
Skills & Focus: onboarding, asset transfer, workflow, training, financial services, advisor transition, client setup, project management, communication, regulatory compliance
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022, offering financial planning, asset…
Experience: 5-7 years of relevant financial services experience
Salary: $74,800 - $101,000 per year
Type: Full-time
Benefits: Comprehensive benefits including vacation, sick time, 401(k), health, dental, and life insurances.

Citizens

Private Client Relationship Managers Charlotte
Skills & Focus: Audit, Customer Service, Financial Advisor, Investment, Risk Management, Operations, Community, Diversity, Technology, Professional Growth
About the Company: Citizens is a leading financial institution committed to providing a culture of inclusion and diversity, and supporting our colleagues, customers, and communit…
Type: Full-time
Benefits: Citizens offers various benefits, resources, and programming to support the well-being and development of its colleague…

Brighton Jones

Lead Advisor Charlotte
Skills & Focus: Wealth Alignment, client experience, marketing, business development, operations, collaboration, growth, client retention, team-based environment, compassion
About the Company: 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…
Experience: CFP® certification
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Ameriprise Financial

Senior Counsel-Asset Management Charlotte
Skills & Focus: legal advice, asset management, investment advisers act, contract negotiation, risk assessment, compliance, client disclosure, mutual funds, section 529 college savings, agreement drafting
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
Experience: 3+ years of relevant experience
Salary: $151,500 - $261,300 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental, and life…

Bank Of America

Credit Manager / Senior Credit Underwriter, Global Wealth & Investment Manageme… Charlotte
Skills & Focus: credit, financial analysis, loan products, underwriting, client relationships, policy, documentation, risk management, portfolio management, credit decisions
Experience: 10+ years
Type: Full-time

Ameriprise Financial

Client Support Associate Charlotte
Skills & Focus: client support, inbound calls, financial services, account setup, compliance, client interaction, FINRA licenses, team environment, professional development, financial planning
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Offers financial planning, asset m…
Experience: 1+ years
Type: Full-time

Citizens

Private Client Relationship Manager Charlotte
Skills & Focus: Business Banking, Client Portfolio Manager, Wealth Management, Commercial Banking, Financial Advisor, Customer Service, Investment Assistant, Portfolio Management, Private Client Relationship Manager, Property Services
About the Company: Citizens is a leading financial institution committed to supporting its customers, colleagues, and communities, while fostering a culture of growth and inclusi…
Type: Full Time
Benefits: Comprehensive benefits to support well-being and professional growth.