Senior Wealth Advisor for High-Net-Worth Clients
argent financial groupCharlotte, NC
Senior Wealth Advisor for High-Net-Worth Clients
argent financial groupCharlotte, NC
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
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.
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Charlotte, NC
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE