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.
#J-18808-LjbffrSenior Wealth Advisor for High-Net-Worth Clients in charlotte at Unknown Company
This position is listed as full time and onsite.