Senior Wealth Advisor: High-Net-Worth Planning & Growth
Argent Financial Group
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. #J-18808-Ljbffr Argent Financial Group
Vacancy posted 8 hours ago
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