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

Argent Financial Group; Charlotte, Northern (NC, KY); Hybrid; USD 120,000 - 250,000; Full time

Job summary

Argent Financial Group is seeking a seasoned Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies.

You will conduct detailed financial assessments, provide expert guidance on investment management, retirement, estate planning, and tax optimization, and develop IPSs with annual reviews.

Success requires deep market knowledge, proactive client service, and collaboration with CPAs, attorneys, and portfolio managers.

Qualifications

• Minimum 10 years of experience in wealth management or related field.
• Strong knowledge of markets, investment products, tax strategies, estate planning, and retirement planning.
• Analytical, detail-oriented, and proactive
• Clear and effective communication skills
• Proficient in financial planning software and MS Office.
• Understanding of income, gift, and estate taxes, investments, benefits, and wealth transfer strategies
• Excellent interpersonal and process management skills
• Advanced degree or designation such as CPA, JD, or CFP

Responsibilities

• Cultivate trust-based relationships with high-net-worth clients and develop customized wealth management strategies.
• Identify and close new business opportunities to grow client base and achieve growth.
• Coordinate with CPAs and attorneys to leverage professional advisor resources.
• Conduct thorough financial assessments and deliver goal-based planning output.
• Provide advice on investment management, retirement planning, estate planning, and tax optimization.
• Develop Investment Policy Statements (IPS) and conduct annual reviews while ensuring regulatory compliance.
• Implement investment strategies aligned with clients’ goals and review portfolios.
• Stay informed about industry trends and coordinate with team members to deliver comprehensive solutions.

Skills

Wealth management

Client relationships

Financial analysis

Communication skills

CRM proficiency

Education

CFP®, CPA, or JD designation

Tools

Microsoft Office

Financial planning software

Job description

Argent Financial Group is seeking a seasoned Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies.

You will conduct detailed financial assessments, provide expert guidance on investment management, retirement, estate planning, and tax optimization, and develop IPSs with annual reviews.

Success requires deep market knowledge, proactive client service, and collaboration with CPAs, attorneys, and portfolio managers.