Private Business Strategist

What you’d do

As a Private Business Strategist in Charlotte, NC, you will engage business owners to discuss their goals and advise on business growth, transition planning, and wealth impact. The role involves integrating personal and corporate planning strategies. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• Experience engaging business owners on growth and wealth
• Knowledge of transition-planning strategies
• Background as a credit analyst
• Corporate or personal tax experience in public accounting
• Experience advising family office clients