Private Wealth Financial Advisor

Job overview

The Private Wealth Financial Advisor role is onsite in Charlotte, NC; compensation is not specified, though the posting describes a salary-plus-incentives model. CG Financial Services helps individuals and families build, protect, and transfer wealth through personalized planning. The advisor manages and deepens relationships with high-net-worth and ultra-high-net-worth clients while developing new client opportunities. The role contributes through comprehensive wealth strategies, collaboration with specialists, and ongoing relationship development.

What you'll do

• Serve as primary advisor to high-net-worth and ultra-high-net-worth clients
• deliver wealth management strategies covering investments, estate, tax, risk, and multigenerational planning
• identify and develop new client relationships
• collaborate with specialists and internal teams
• manage client and prospect pipelines
• apply innovative problem solving to complex planning scenarios.

What we're looking for

Skills & competencies

private wealth financial advisor

wealth management

high-net-worth clients

financial planning

investment strategies

estate planning

business development

series 65

charlotte nc

cg financial services

Work arrangement

• Weekend coverage required

Benefits & perks

• Professional development and leadership growth opportunities
• planning, investment, and operations support structure.

Why this role

Requires a bachelor’s degree in finance, business, economics, or a related field; Series 65; and five or more years serving high-net-worth clients. CFP, ChFC, and CPWA are strongly preferred.

About the employer

CG Financial Services is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.