Wealth Advisor at Biltmore Family Office, LLC Wealth Advisor at Biltmore Family Office, LLC in Charlotte, North Carolina Posted in about 8 hours ago.

Type:

full-time Company Description Biltmore Family Office, LLC is a multi-family office firm serving ultra-high-net-worth individuals and families nationwide with comprehensive, client-centered wealth management solutions. Based in Charlotte, NC, the firm focuses on long-term relationships, objective advice, and tailored strategies that align with each client's goals and values. Biltmore Family Office emphasizes a collaborative, team-oriented environment where professionals can contribute meaningfully to clients' financial wellbeing. The firm values integrity, transparency, and thoughtful planning in all aspects of its business.

Wealth Advisor Location:

Charlotte, NC Employment Type:

Full-Time Experience Level:

8+ Years About the Role We are seeking an experienced Wealth Advisor to join our team and serve as a trusted advisor to ultra-high-net-worth individuals and families. This role will be responsible for cultivating and maintaining long-term client relationships while providing sophisticated multi-generational wealth management advice. The ideal candidate brings a strong understanding of the complexities associated with family office clients, excellent relationship-management skills, and a high level of professionalism and discretion. Key Responsibilities Serve as a trusted advisor and primary relationship manager for ultra-high-net-worth clients. Lead the development of comprehensive wealth management strategies aligned with clients' financial objectives, values, and long-term goals. Coordinate with internal and external professionals, including estate attorneys, CPAs, investment managers and other specialists. Identify opportunities to enhance clients' financial outcomes and proactively address needs. Plan, organize and lead periodic client meetings. Implement and monitor client estate plans and provide ongoing guidance. Maintain a deep understanding of each client's financial circumstances, priorities, and long-term objectives. Cultivate strong, enduring client relationships through exceptional service, responsiveness, and discretion. Maintain the highest standards of confidentiality, fiduciary responsibility, ethics, and professionalism. Qualifications & Requirements 8+ years of relevant experience in wealth management, financial planning, family office, or a related field. Demonstrated experience working with high-net-worth and/or ultra-high-net-worth individuals and families. Strong knowledge of wealth management strategies and estate planning. Exceptional interpersonal, communication, presentation, and relationship-management skills. Ability to manage complex client relationships and collaborate effectively with multiple internal and external professionals. Strong analytical, organizational, and problem-solving capabilities. High degree of integrity, judgment, and attention to detail. Ability to operate effectively in a sophisticated, highly personalized client-service environment. Bachelor's degree required. Preferred Qualifications

• A CPA, CFP, law degree or other recognized wealth management or financial services designation is a strong plus.

• Experience managing complex multigenerational families and strong technical knowledge in wealth planning, estate planning, tax concepts, private investments, or philanthropy is highly valued. What We Offer Opportunity to work directly with sophisticated family office clients. Collaborative environment with access to firm partners and other experienced firm professionals with expertise in estate, tax and investments. Exposure to complex, multigenerational wealth planning strategies. Competitive compensation and benefits package. Professional development and opportunities for long-term career growth. How to Apply Please submit your resume and a summary of your relevant experience working with high-net-worth clients.