Wealth Advisor-(Atlanta)

Argent Financial Group; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to manage and grow relationships with high-net-worth clients. In this pivotal role, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. The ideal candidate will have a deep understanding of financial markets and a proactive approach to client service. Join a dynamic team where your contributions will have a significant impact on clients' financial well-being and success.

Qualifications

• 7+ years of experience in wealth management for high-net-worth clients.
• Strong knowledge of financial markets and investment strategies.
• Proficiency in financial planning software and Microsoft Office.

Responsibilities

• Cultivate trust-based relationships with high-net-worth clients.
• Conduct thorough financial assessments and deliver presentations.
• Implement investment strategies aligned with clients' goals.

Skills

Wealth Management

Financial Markets Knowledge

Investment Products

Tax Strategies

Estate Planning

Retirement Planning

Analytical Skills

Communication Skills

Education

MBA

CFP

CAIA

Tools

Financial Planning Software

Microsoft Office Suite

Job description

A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service.

Job Location:

Atlanta, GA

Essential Functions:

• 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 our Ameris Bank partners and proactively engage and work referrals within the Ameris branch network.
• 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 used to maintain accurate records.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

• Minimum of 7 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients.
• Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
• Analytical expertise, notable attention to detail, and self-initiated follow-through.
• Clear and effective communication skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies
• Great interpersonal and process management skills; and
• Achieving or a candidate for at least one of the following advanced degrees or designations: MBA, CFP, CAIA.

If you are a human seeing this field, please leave it empty.