Associate Wealth Advisor - Argent Wealth Management

About the role

Your Future Team Argent Wealth Management is a 27-year-old investment management and financial advisory services practice dedicated to providing high-quality wealth management solutions. We believe in putting our clients' interests first and maintaining a strong, client-focused culture.

Responsibilities

• Prepare individual and trust tax projections, returns, and conduct tax research
• Support a Lead Advisor in analyses and preparation of prospective and current clients’ investments, estate, and financial plans
• Participate in detailed client meetings to support the planning process, reinforce client confidence, and ensure alignment with their financial goals
• Systematically contact clients and prospective clients with relevant information about market updates that may affect their investments
• Work with Lead Advisor to incorporate strategy for referrals/introductions along with building your own network through fostering relationships with COIs
• Support business development efforts by helping to cultivate new client relationships in coordination with the advisory team
• Primary focus and role is tax return preparation from February 1st to April 15th each year, with potential for extra hours and workload
• Quarterly prepare tax estimates for tax clients

Requirements

• Broad understanding of wealth management disciplines, with an emphasis on tax planning, financial analysis, and client service excellence
• Minimum 2-5 years of relevant wealth management experience; experience with individual, trust, and gift tax return preparation is highly preferred
• CFP designation is preferred; CPA/CFA/JD highly desirable
• Series 7 License; 65 or 66 licensing
• Knowledge of income taxation relating to advising HNW and UHNW relationships
• Familiarity with CCH Axcess and BNA Income Tax Planner or equivalent software
• Willingness and desire to support all facets of wealth management
• Team player able to work in a collegial and collaborative environment
• A commitment to client service, with incredible follow through
• Unwavering integrity and ethical judgment encouraging trust and accountability in all client and team interactions

Qualifications

• Professional verbal and written communication skills
• Analytical skills
• Interpersonal skills
• The ability to motivate self and others to deliver quality output
• A flexible approach to scheduling and a willingness to travel

Skills

• Knowledge of markets across multiple asset classes
• Ability to work in a hybrid work schedule (minimum 50% in office)

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Pay

Base salary of $75,000-$125,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Schedule

Hybrid work schedule (minimum 50% in office)

What We Offer

• AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.