Last updated 2026-07-05
75 Wealth Management Jobs in Charlotte, NC, United States
Browse 75 Wealth Management jobs across Charlotte, NC, United States. Listings are updated hourly and include salary data where available.
Market data for Wealth Management jobs in Charlotte, NC, United States
Professionals specializing in advising and managing financial assets for individuals and institutions.
Charlotte, NC, United States Wealth Management salary data
Salary figures are based on postings with disclosed compensation and are shown as annualized ranges when available.
Hourly Wealth Management roles near Charlotte, NC, United States pay a median rate of $29/hr based on 8 postings.
| Pay type | Low | Median | High |
|---|---|---|---|
| Annual | $68K | $77K–$114K | $180K |
| Hourly | $23/hr | $29/hr | $30/hr |
| Scope | P50 salary | P25-P75 range | Samples |
|---|---|---|---|
| Charlotte metro | $93K | $63K-$154K | 90 postings |
| North Carolina | $78K | $60K-$133K | 119 postings |
| U.S. | $71K | $55K-$109K | 7,029 postings |
Pay visibility: 32 of 75 visible postings include structured pay data (43%).
Explore Charlotte, NC, United States Wealth Management salary data.
Companies with current Wealth Management listings
| Company | Active jobs |
|---|---|
| LPL Financial Corp | 28 |
| TIAA | 27 |
| Wells Fargo | 16 |
| Bank of America | 13 |
| Truist Bank | 12 |
| 94-1687665 Bank of America, National Association | 6 |
| 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc | 5 |
Wealth Management jobs by schedule
| Schedule | Active jobs | Share |
|---|---|---|
| Full time | 75 | 100% |
Wealth Management jobs by seniority
Common Wealth Management job titles
| Title | Active jobs | Share |
|---|---|---|
| Financial Advisor | 6 | 8% |
| Advisor Development Program | 2 | 3% |
| Associate Estate Trust Officer | 2 | 3% |
| Associate Wealth Advisor | 2 | 3% |
| Client Outreach/Retention Consultant | 2 | 3% |
Wealth Management jobs by listed location
| Location | Active jobs | Share |
|---|---|---|
| Charlotte, NC, United States | 72 | 96% |
| Matthews, NC, United States | 1 | 1% |
| Huntersville, NC, United States | 1 | 1% |
| Gastonia, NC, United States | 1 | 1% |
FAQ
- How many Wealth Management jobs are listed in Charlotte, NC, United States?
- This page currently shows 75 Wealth Management jobs in Charlotte, NC, United States.
- What salary data is available for Wealth Management jobs in Charlotte, NC, United States?
- Salary comparison includes Charlotte metro ($93K P50, $63K-$154K P25-P75, 90 postings) and North Carolina ($78K P50, $60K-$133K P25-P75, 119 postings).
- Which companies are hiring for Wealth Management roles in Charlotte, NC, United States?
- Current listings include roles from LPL Financial Corp (28 jobs, 18%), TIAA (27 jobs, 18%), Wells Fargo (16 jobs, 10%), Bank of America (13 jobs, 8%), and Truist Bank (12 jobs, 8%).
- What seniority levels are common for Wealth Management jobs in Charlotte, NC, United States?
- The visible seniority mix includes Mid (27 jobs, 36%), Senior (26 jobs, 35%), and Entry (22 jobs, 29%).
- What work schedules are common for Wealth Management jobs in Charlotte, NC, United States?
- The visible schedule mix includes Full time (75 jobs, 100%).
- What Wealth Management job titles are common in Charlotte, NC, United States?
- Common titles include Financial Advisor (6 jobs, 8%), Advisor Development Program (2 jobs, 3%), Associate Estate Trust Officer (2 jobs, 3%), Associate Wealth Advisor (2 jobs, 3%), and Client Outreach/Retention Consultant (2 jobs, 3%).
- What does this market snapshot include?
- Most visible listings are full-time (75 of 75). Mid-level roles account for 27 of 75 listings. 32 of 75 visible postings include structured pay data.
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Snapshot updated 1hr, 1m ago
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Jul 3- Desired Qualifications: J.D., CFP, or CTFA preferred Knowledge and understanding of trust administration practices, fiduciary responsibilit…
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Jul 2- This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat…
- Key Responsibilities and Duties Counsels participants on their pension plans, tax deferred annuities and other available investment options…
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Financial Advisor - Matthews, NC
- To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives.
- Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered rep…
LPL Financial Corp
Jul 2- This role operates at the intersection of research, content production, and advisor experience, helping translate investment insights into…
- The Analyst will contribute to the development and delivery of advisor-facing content, engagement resources, and enablement support, ensuri…
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LPL Employee Services
Jul 2- Identify new sales and asset retention opportunities Regularly exercise excellent business judgment Research and resolve advisor and client…
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Planning Consultant - Huntersville, NC
- As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through…
- This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth…
Dimensional
Jul 1- Our Associates provide relationship management and analytical support to the Sales & Client Service teams in business development and reten…
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Client Service Associate
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Nuveen Services LLC
Jun 30- The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory.
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Private Trust Company
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Huntington
Jun 30- Huntington Description Summary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfoli…
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Morgan Stanley
Jun 29- The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams…
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Truist Bank
Jun 29- Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients…
- Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services…
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Mercer
Jun 29- Assist in the development of sophisticated benefits design and renewal strategies while driving the development of tools and solutions to…
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Relationship Banker - Charlotte South Rock Hill market, Charlotte...
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EY
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Bank of America
Jun 17- The Ultra High Net Worth Lifestyle Services Sr Product Manager will play a critical role in delivering enhanced value to…
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First National Trust Company
Jun 17- Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management Position Overview: This position…
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Focus Financial Partners
Jun 16- The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized…
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