Associate Wealth Advisor - Argent Wealth Management

Hightower • Waltham, MA

95d • $75,000 - $125,000

About The Position

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.

Requirements

• 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
• Familiar with CCH Axcess and BNA Income Tax Planner or equivalent software
• Willingness and desire to support all facets of wealth management
• Knowledge of markets across multiple asset classes
• 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

Responsibilities

• Prepare individual and trust tax projections, returns and conduct tax research
• Support a Lead Advisor in the 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
• Beginning around February 1st of each year through April 15th, primary focus and role is tax return preparation
• Each quarter will prepare tax estimates for tax clients

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
• Hybrid work schedule (minimum 50% in office)
• Base salary of $75,000-$125,000 plus discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees