The Anderson Search Group
November 17, 2023
Charlotte, North Carolina
Job Type


BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Private Client Advisor for the Charlotte, North Carolina Market.  This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth.

About Our Client:

  • Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications.
  • In 2021, they were named #1 bank for strength, stability and focus on innovation.
  • Forbes named Client to “America’s Best Banks” and “World’s Best Banks” the past three years, a tribute to their innovative service offerings and outstanding service delivery.


  • Industry leading benefits – Medical, Dental, Vision, 401K, Flex Spending Accounts
  • Pet Insurance
  • Enhanced Family Leave
  • Employee Assistance Program
  • Brooks Brothers Discount
  • Microsoft Home User Program
  • NEOU – The latest and greatest in real-time and on-demand fitness offerings for the whole family

The ideal candidate shall possess:

  • 3+ years HNW/UHNW Private Wealth Management Experience
  • 2+ years business development and relationship management to HNW/UHNW prospects/clients
  • Entrepreneurial drive and sales willingness
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