Wealth Advisor

Job overview

The Wealth Advisor role is onsite in Charlotte, NC. Compensation is not specified. Argent Financial Group’s wealth management work supports high-net-worth clients with personalized financial advice and investment strategies. The advisor develops client relationships and tailored plans, implements and reviews investment strategies, and coordinates with portfolio managers, tax advisors, and estate counsel to address clients’ financial goals and needs.

What you'll do

• Build and maintain relationships with high-net-worth clients
• develop customized wealth strategies
• identify new business opportunities
• conduct financial assessments and planning discussions
• advise on investments, asset allocation, retirement, estate planning, and tax optimization
• prepare and review Investment Policy Statements
• implement and monitor portfolios
• coordinate with relationship-team specialists
• maintain account reviews and CRM records
• and follow risk, control, and regulatory requirements.

What we're looking for

Skills & competencies

wealth advisor

full-time

charlotte nc

argent financial group

wealth management

high-net-worth clients

investment management

financial planning

retirement planning

estate planning

client relationships

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree, at least 10 years of relevant experience serving high-net-worth clients, and achievement of or candidacy for a CPA, JD, or CFP designation.

About the employer

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