Senior Wealth Advisor for High-Net-Worth Clients
argent financial groupCharlotte (NC)
Senior Wealth Advisor for High-Net-Worth Clients
Posted 2 days ago
argent financial groupCharlotte (NC)
SENIORITY
Senior
About 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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