Associate Wealth Advisor - Argent Wealth Management

Colonial Group; Waltham (MA); Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical insurance on day one

Dental and vision coverage

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid work schedule

Job summary

Argent Wealth Management is seeking an Associate Wealth Advisor with a focus on income taxation to deliver tax-efficient wealth strategies. You will help strengthen client relationships, support advisory teams, and contribute to financial planning efforts while reporting to the Senior Advisor/Partner.

The role emphasizes tax preparation, market updates, and developing client networks. A CPA/CFA/JD or CFP credential is preferred, with licensing requirements and a commitment to exceptional service.

Qualifications

• Prepare individual and trust tax projections, returns and conduct tax research.
• Support analyses and preparation of prospective and current clients’ investments, estate and financial plans.
• Participate in detailed client meetings to support planning and align with financial goals.
• Systematically contact clients and prospects with market updates that may affect investments.
• Work with Lead Advisor to build referrals/COIs and network.
• Support business development by cultivating new client relationships.
• Tax return preparation focus Feb 1–Apr 15; may require extra hours.
• Prepare quarterly tax estimates for clients.

Responsibilities

• Prepare tax projections, returns and research.
• Assist in analyses and preparation of investments and financial plans.
• Attend client meetings to support planning and alignment with goals.
• Provide market updates to clients and prospects.
• Collaborate on referrals and COI networking with advisory team.
• Contribute to business development and new client relationships.
• Tax season workload from Feb to Apr with potential overtime.
• Quarterly tax estimate preparation for clients.

Skills

Verbal communication

Written communication

Analytical skills

Interpersonal skills

Self-motivation

Travel willingness

Licensing: Series 7

Licensing: 65/66

Tax planning knowledge

CCH Axcess

BNA Income Tax Planner

Wealth management

Markets knowledge

Team player

Client service

Education

CFP designation preferred

CPA/CFA/JD desirable

Tools

CCH Axcess

BNA Income Tax Planner

Job description

Your Future Team

Argent Wealth Management has been a trusted investment management and financial advisory services practice since 1992. With client-focused service, personal attention, and experience, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our clients’ interests first, act with integrity, honesty, and strive for quality in every facet of our practice. At Argent Wealth Management, we are devoted to making excellence our standard and we continue to consistently provide demonstrated strategies that deliver results for our clients.

What You’ll Do

As a Associate Wealth Advisor with experience in income taxation, you will help provide comprehensive wealth management solutions. You will serve as a trusted associate and key support partner, helping to deliver personalized financial strategies that incorporate tax-efficient planning. Your role will focus on strengthening client relationships, contributing to their long-term success, collaborating with advisory teams, and upholding Argent’s client-first culture.We ask that you have a broad understanding of wealth management disciplines, with an emphasis on tax planning, financial analysis, and client service excellence. You will report directly to the Senior Advisor/Partner.

• Prepare individual and trust tax projections, returns and conduct tax research
• Support a Lead Advisor in the following:
  • Help with analyses and preparation of prospective and current clients’ investments, estate and financial plans
  • Participate in detailed client meetings to support the planning process, reinforce client confidence, and ensure alignment with their financial goals
  • Systematically contact clients and prospective clients with relevant information about market updates that may affect their investments
  • Work with Lead Advisor to incorporate strategy for referrals/introductions along with building your own network through fostering relationships with COIs
  • Support business development efforts by helping to cultivate new client relationships in coordination with the advisory team.
  • Beginning around February 1st of each year through April 15th, primary focus and role is tax return preparation. This may include extra hours and workload
  • Each quarter will prepare tax estimates for tax clients

What You’ll Bring

You will have professional verbal and written communication, analytical skills, interpersonal skills, and the ability to motivate self and others to deliver quality output. A flexible approach to scheduling and a willingness to travel are necessary.

• Minimum 2-5 years of relevant wealth management experience; experience with individual, trust and gift tax return preparation is highly preferred
• CFP designation is preferred; CPA/CFA/JD highly desirable
• Series 7 License; 65 or 66 licensing
• Knowledge of income taxation relating to advising HNW and UHNW relationships
• Familiar with CCH Axcess and BNA Income Tax Planner or equivalent software
• Willingness and desire to support all facets of wealth management
• Knowledge of markets across multiple asset classes
• Team player able to work in a collegial and collaborative environment
• A commitment to client service, with incredible follow through
• Unwavering integrity and ethical judgment encouraging trust and accountability in all client and team interactions.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Hybrid work schedule (minimum 50% in office)
• Base salary of $75,000-$125,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.