Argent Financial Group, Inc. · 8 hours ago
Wealth Advisor and Relationship Manager
Atlanta Metro
Full-time
Onsite
Mid, Senior LevelArgent Financial Group is a respected independent client asset services firm, managing over $105 billion in assets for individuals, families, businesses, and institutions. The Wealth Advisor and Relationship Manager role involves developing and managing client relationships, providing high-quality financial advice, and creating tailored wealth management strategies.
BankingConsultingFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Developing and managing client relationships
Providing high-quality financial advice
Creating tailored wealth management strategies
Working closely with clients to identify their financial goals
Conducting in-depth financial and retirement planning
Overseeing investment portfolio management
Collaborating with internal teams and partners to deliver comprehensive financial services
Qualification
Required
Expertise in Financial Planning, Retirement Planning, and building customized client strategies
Proficiency in Investments, Finance, and managing portfolios to meet client goals
In-depth knowledge of Wealth Management Services and delivering personalized client care
Strong communication and interpersonal skills to effectively engage with clients and partners
Bachelor's degree in Finance, Business Administration, or a related field; advanced certifications such as CFP, CFA, or CPA are strongly preferred
Proven experience in financial advising, wealth management, or a related discipline
Ability to work collaboratively in an office environment within the Atlanta Metropolitan Area
Company
Argent Financial Group, Inc.
Argent Financial Group, Inc. is a wealth management firm headquartered in Louisiana.
Founded in 1990
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-06-15Acquired
Leadership Team
Kyle McDonald
Founder and CEO
Recent News
2025-12-02
Company data provided by crunchbase