About this role
Wealth Advisor at Argent. Location: San Antonio, Texas, United States. Role: managing relationships, advising clients, developing strategies Requirements: Bachelor's degree, 10+ years wealth management/financial services experience serving high-net-worth clients, proficiency with financial planning software and Microsoft Office, strong analytical and communication skills; CPA, JD, or CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: financial planning software, Microsoft Office Suite Certifications: cpa, jd, cfp Commitment: Full Time Workplace: Onsite Languages: English