About this role
Wealth Advisor at Argent. Location: United States. Role: cultivate relationships, identify opportunities, conduct assessments Requirements: Bachelor's degree; 10+ years in wealth management or related fields; strong knowledge of markets, investment products, tax strategies, estate and retirement planning; CFP/CPA/JD or candidate. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Financial planning software, Microsoft Office Certifications: cfp, cpa, jd Commitment: Full Time Workplace: Hybrid Languages: English