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Argent Financial Group, Inc. · 4 days ago

Wealth Advisor and Relationship Manager

Atlanta, GA

Full-time

Onsite

Senior Level

5+ years exp

Argent Financial Group is seeking a Wealth Advisor and Relationship Manager to manage a portfolio of wealth management accounts for high-net-worth clients. This role involves business development, client retention, and delivering financial planning solutions while maintaining strong fiduciary standards.

BankingConsultingFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Drive business development, client retention, and service delivery to individuals and families around their wealth planning needs

Develop and maintain relationships with clients, prospects and other interested parties, understanding their needs, goals, and providing financial solutions

Lead wealth planning advice, awareness and education for clients, and centers of influence in a teamwork environment

Implement investment strategies aligned with clients’ goals using various investment vehicles, regularly reviewing and adjusting portfolios

Partner closely with an Argent Wealth and Trust team of professionals to develop and serve a book of client relationships

Cultivate and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent

Stay updated on developments in the financial services industry and commit to continued professional growth in financial planning competencies

Represent the company in community organizations and activities to build brand awareness

Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements; manage risk and ensure compliance with all relevant company policies, procedures, and regulations

Oversee the preparations of client meeting reports and materials, coordinate follow-up actions, and document client information and communications in client file

Qualification

Financial planningWealth advisory experienceInvestment products knowledgeCFP DesignationEstate planning techniquesSales orientedTeamworkWriting skillsPresentation skillsOrganizational skills