Senior Wealth Advisor for High-Net-Worth Growth & Planning

ADP; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Argent is seeking a Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies and comprehensive financial planning services.

The role requires deep market knowledge, proactive client service, and the ability to collaborate with tax advisors, estate counsel, and portfolio managers to implement investment strategies and goals-based plans across clients' portfolios.

Qualifications

• Bachelor's degree is required.
• Minimum 10 years of experience in wealth management, financial services, investments, tax or trust and estate fields serving high-net-worth clients.
• Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
• Analytical skills, attention to detail, and proactive follow-through.
• Excellent communication skills and proficiency with planning software.

Responsibilities

• Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.
• Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production.
• Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
• Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output.
• Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
• Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations.
• Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
• Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering.
• Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions.
• Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines.
• Manage ongoing account reviews, asset allocation models, and CRM system use to maintain accurate records.

Skills

Wealth management

Client relationships

Financial analysis

Investment management

Retirement planning

Estate planning

Tax optimization

CRM systems

Education

Bachelor's degree

Tools

CRM software

Job description

Argent is seeking a Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies and comprehensive financial planning services.

The role requires deep market knowledge, proactive client service, and the ability to collaborate with tax advisors, estate counsel, and portfolio managers to implement investment strategies and goals-based plans across clients' portfolios.