Senior Wealth Advisor for High-Net-Worth Clients

Argent Financial Group; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Argent Financial Group in Charlotte seeks a Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies and comprehensive financial guidance.

You will assess goals, risk, and positions, provide investment, retirement, estate, and tax optimization advice, and develop IPS with annual reviews while coordinating with a team of professionals.

Qualifications

• Bachelor's degree required.
• 10+ years in wealth management or related field.
• Strong knowledge of financial markets and tax strategies.
• Excellent communication and analytical skills.
• Proficiency with financial planning software and MS Office.
• Advanced degrees or designations: CPA, JD, CFP preferred.

Responsibilities

• Cultivate trust-based relationships with high-net-worth clients and develop customized wealth management strategies.
• Identify and close new business opportunities to expand the client base and reach growth objectives.
• Develop relationships with CPAs and attorneys to build a professional advisor network for referrals.
• Conduct financial assessments to understand goals, risk profiles, and positions; deliver complex financial presentations and goal-based planning.
• Provide expert advice on investment management, asset allocation, retirement and estate planning, and tax optimization.
• Develop Investment Policy Statements (IPS) and conduct annual reviews; implement strategy recommendations.
• Coordinate with relationship team members to deliver comprehensive wealth management solutions.
• Maintain account reviews, asset allocation models, and CRM records.

Skills

Wealth management

Client relationships

Financial analysis

Communication skills

Software proficiency

Regulatory knowledge

Education

Bachelor's degree

Tools

Financial planning software

Microsoft Office Suite

Job description

Argent Financial Group in Charlotte seeks a Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies and comprehensive financial guidance.

You will assess goals, risk, and positions, provide investment, retirement, estate, and tax optimization advice, and develop IPS with annual reviews while coordinating with a team of professionals.