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 ...
Wealth Advisor
Raleigh, NC · On-site
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 ...
Wealth Advisor
Raleigh, NC · On-site
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 ...
Wealth Advisor
Raleigh, NC · On-site
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 ...
Wealth Advisor
Raleigh, NC · On-site
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 ...
Wealth Advisor
Chapel Hill, NC · On-site
Wealth Advisor Investors Trust Company Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly ...
Wealth Advisor
Chapel Hill, NC · On-site
Wealth Advisor Investors Trust Company Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly ...
Wealth Advisor
Chapel Hill, NC · On-site
Wealth Advisor Investors Trust Company Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly ...
Wealth Advisor
Chapel Hill, NC · On-site
Wealth Advisor Investors Trust Company Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
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
Raleigh, NC · On-site
$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
Raleigh, NC · On-site
$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 ...
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
$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 ...
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 (Raleigh, NC)
Raleigh, NC · On-site
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ...
Wealth Advisor (Raleigh, NC)
Raleigh, NC · On-site
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ...
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.
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