Senior Wealth Architect for Affluent Clients

The Ball Hawk in Charlotte, NC, is seeking a Senior Wealth Manager who will serve as the trusted advisor to affluent clients. The successful candidate will provide comprehensive financial guidance, develop strategies for enhancing client service, and collaborate with other financial specialists.Applicants should have at least 8 years of experience in portfolio management, strong expertise in financial products, and relevant degrees. This role offers a dynamic environment with opportunities to expand client relationships.#J-18808-Ljbffr