Argent Financial Group Jobs Hiring Now
Argent Financial Group is hiring for 6 open roles on Migrate Mate as of July 16, 2026, concentrated in business analysis and account management. Migrate Mate updates Argent Financial Group's live openings daily. Argent Financial Group is a wealth management and trust services firm offering investment management, trust administration, and financial planning to individuals, families, and institutions.
Find Argent Financial Group JobsOverview
Argent Financial Group hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 6
- Top team
- Business Analysis
- Seniority
- Across all levels
- Work type
- 0% remote or hybrid
- Top location
- Birmingham
Open Roles at Argent Financial Group
Showing 6 of 6+ Argent Financial Group jobs
Wealth Advisor
General Job Description
A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service.
Essential Duties
- Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.
- Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production.
- Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
- Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output.
- Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
- Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations.
- Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
- Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering.
- Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions.
- Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines.
- Manage ongoing account reviews, asset allocation models, and CRM system use to maintain accurate records.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
- Bachelor's degree.
- Minimum 10 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients.
- Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
- Analytical expertise, notable attention to detail, and self-initiated follow-through.
- Clear and effective communication skills.
- Proficiency in financial planning software and Microsoft Office Suite.
- An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies
- Great interpersonal and process management skills; and
- Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, CFP®.
Wealth Advisor
General Job Description
A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service.
Essential Duties
- Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.
- Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production.
- Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
- Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output.
- Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
- Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations.
- Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
- Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering.
- Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions.
- Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines.
- Manage ongoing account reviews, asset allocation models, and CRM system use to maintain accurate records.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
- Bachelor's degree.
- Minimum 10 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients.
- Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
- Analytical expertise, notable attention to detail, and self-initiated follow-through.
- Clear and effective communication skills.
- Proficiency in financial planning software and Microsoft Office Suite.
- An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies
- Great interpersonal and process management skills; and
- Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, CFP®.
Job Roles at Argent Financial Group
Working at Argent Financial Group
Argent Financial Group's 6 open roles are across all levels, and about 0% are remote or hybrid. The most active teams are business analysis, account management, and business strategy. Argent Financial Group provides wealth management, trust administration, and related financial services to individual and institutional clients. The firm's open positions span trust operations, account transfer, and client advisory functions, reflecting a business built around managing assets and serving clients across multiple service lines. Most Argent Financial Group roles are based in Birmingham, with some in Raleigh and San Antonio.
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Browse jobs by roleArgent Financial Group Jobs: Frequently Asked Questions
How many jobs is Argent Financial Group hiring for right now?
Argent Financial Group is hiring for 6 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in business analysis and account management. Argent Financial Group's current openings span trust operations, account transfers, and wealth advisory functions across its service lines.
What kinds of roles does Argent Financial Group hire for?
The most active teams are business analysis, account management, and business strategy. Argent Financial Group's postings include trust operations specialists, account transfer roles, and wealth advisors, covering both client-facing advisory work and back-office operations such as trade support, settlements, and income processing. Most postings are across all levels, reflecting a workforce with defined operational and advisory tracks.
Are Argent Financial Group jobs remote or in-person?
Mostly on-site. About 0% of Argent Financial Group's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Birmingham. Each Argent Financial Group listing shows its work location so you can filter before applying.
How do I apply to a job at Argent Financial Group?
Find a role that matches your background in Argent Financial Group's listings on Migrate Mate, then follow the link through to Argent Financial Group's own application process. Argent Financial Group manages its hiring directly, so all applications, interviews, and offers are handled by the company itself.
Does Argent Financial Group hire entry-level?
Most of Argent Financial Group's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual Argent Financial Group listings for stated experience requirements.
Where is Argent Financial Group hiring?
Most Argent Financial Group roles are based in Birmingham, with some in Raleigh and San Antonio, and about 0% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.