Wealth Advisor and Relationship Manager

Overview

Argent Financial Group is a respected independent client asset services firm, managing over $105 billion in assets for individuals, families, businesses, and institutions. Founded in 1990 and headquartered in Ruston, Louisiana, Argent has a rich history dating back to 1930. With a presence in 43 markets across 19 states, Argent offers a comprehensive range of financial solutions, including wealth management, retirement planning, investment services, and philanthropic guidance.

Supported by 500 seasoned professionals with diverse expertise, Argent is dedicated to delivering exceptional, customized financial strategies to clients nationwide.

This full-time Wealth Advisor and Relationship Manager position is located on-site in the Atlanta Metropolitan Area. The role will involve developing and managing client relationships, providing high-quality financial advice, and creating tailored wealth management strategies. You will work closely with clients to identify their financial goals, conduct in-depth financial and retirement planning, and oversee investment portfolio management. Strong collaboration with internal teams and partners will also be essential to deliver comprehensive financial services.

• 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.