Your Future Team
Argent Wealth Management has been a trusted investment management and financial advisory services practice since 1992. With client-focused service, personal attention, and experience, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our clients' interests first, act with integrity, honesty, and strive for quality in every facet of our practice. At Argent Wealth Management, we are devoted to making excellence our standard and we continue to consistently provide demonstrated strategies that deliver results for our clients.
What You'll Do
As a Associate Wealth Advisor with experience in income taxation, you will help provide comprehensive wealth management solutions. You will serve as a trusted associate and key support partner, helping to deliver personalized financial strategies that incorporate tax-efficient planning. Your role will focus on strengthening client relationships, contributing to their long-term success, collaborating with advisory teams, and upholding Argent's client-first culture.We ask that you have a broad understanding of wealth management disciplines, with an emphasis on tax planning, financial analysis, and client service excellence. You will report directly to the Senior Advisor / Partner.
Help with analyses and preparation of prospective and current clients' investments, estate and financial plans
What You'll Bring
You will have professional verbal and written communication, analytical skills, interpersonal skills, and the ability to motivate self and others to deliver quality output. A flexible approach to scheduling and a willingness to travel are necessary.
What We Offer
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
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.
Wealth Management Advisor • Waltham, MA, United States