Senior Wealth Advisor High-Net-Worth Clients
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
We have an opening for a Senior Wealth Advisor for High-Net-Worth Clients in Charlotte, NC, United States within Finance, Sales.
The following opportunity is for a Senior Wealth Advisor for High-Net-Worth Clients with Argent Financial Group.
Our team is growing, and we are hiring a Senior Wealth Advisor for High-Net-Worth Clients in Charlotte, NC, United States.
This opportunity is for the Senior Wealth Advisor for High-Net-Worth Clients role at Argent Financial Group.
We are seeking a motivated Senior Wealth Advisor for High-Net-Worth Clients to join Argent Financial Group in Charlotte, NC, United States.
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