Wealth Advisor
Raleigh, NC · On-site
Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver ...
Quick apply
Wealth Advisor
Raleigh, NC · On-site
Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver ...
Market Executive - Wealth Management Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual ...
Market Executive - Wealth Management Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Quick apply
Wealth Advisor
$69K - $130K/yr
From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career ...
Wealth Advisor
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...
Wealth Advisor
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them ...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them ...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them ...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them ...
Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
Raleigh, NC · On-site
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
Raleigh, NC · On-site
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
Raleigh, NC · On-site +1
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
Raleigh, NC · On-site +1
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Weekend Wealth Management information
What is the difference between Weekend Wealth Management vs Financial Advisor?
| Aspect | Weekend Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA often preferred | CFP, CFA, or similar certifications |
| Work Environment | Part-time, weekend-focused | Full-time, office or client-based |
| Industry Usage | Financial services, wealth management firms | Financial services, investment firms, banks |
| Primary Focus | Managing client investments on weekends | Comprehensive financial planning and investment advice |
Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.
How many hours a week do wealth managers work?
Wealth managers typically work around 40 to 50 hours per week, with some additional hours during busy periods or client deadlines. The schedule can vary based on client needs, market conditions, and the firm’s policies, and the role often requires strong time management skills and availability outside regular hours for client meetings and market updates.
What is the highest paying job in wealth management?
In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer or Managing Director, which can earn high six-figure to seven-figure salaries including bonuses. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills. Compensation varies based on firm size, location, and individual performance.
Is 200,000 enough to work with a financial advisor?
For a wealth management professional, a client with $200,000 in assets is typically considered a high-net-worth individual, and many financial advisors can work with clients at this level. The suitability of services depends on the advisor's fee structure, such as flat fees or percentage-based fees, and the complexity of the client's financial needs. Generally, $200,000 can provide a solid foundation for personalized financial planning and investment management services.
Can financial advisors make $500,000 a year?
Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.
What are the most commonly searched types of Wealth Management jobs in Raleigh, NC? The most popular types of Wealth Management jobs in Raleigh, NC are:
What are popular job titles related to Weekend Wealth Management jobs in Raleigh, NC? For Weekend Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Weekend Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Weekend Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Weekend Wealth Management jobs? Cities near Raleigh, NC with the most Weekend Wealth Management job openings:
Job description
Wealth Advisor
General Job Description
A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service.
Essential Duties
- Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.
- Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production.
- Develop 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.
- Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output.
- Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
- Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations.
- Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
- Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering.
- Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions.
- Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines.
- Manage ongoing account reviews, asset allocation models, and CRM system use to maintain accurate records.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
- Bachelor's degree.
- Minimum 10 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients.
- Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
- Analytical expertise, notable attention to detail, and self-initiated follow-through.
- Clear and effective communication skills.
- Proficiency in financial planning software and Microsoft Office Suite.
- An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies
- Great interpersonal and process management skills; and
- Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, CFP®.
About Argent Financial Group
Sourced by ZipRecruiter
Industry
Law firms
Company size
201 - 500 Employees
Headquarters location
Ruston, LA, US
Year founded
1990