Description. Overview. Cogent Private Wealth is seeking a highly motivated and experienced Senior Client Service Associate to join our growing wealth management team. This individual will play a pivotal role in delivering an exceptional client experience by serving as the primary point of contact for high-net-worth clients and supporting advisors and financial planners in all aspects of client service and operations. The ideal candidate has a str...
Description. Overview. Cogent Private Wealth is seeking an experienced and thoughtful Senior Wealth Advisor to help clients find clarity and confidence in their financial lives. As a Senior Wealth Advisor, you will be at the center of each client relationship, guiding new prospects through the onboarding process and serving as their long-term partner in wealth management. You’ll lead a dedicated team—consisting of an Associate Wealth Advisor, Fin...
Description. Overview. Cogent Private Wealth is seeking a highly motivated and experienced Senior Client Service Associate to join our growing wealth management team. This individual will play a pivotal role in delivering an exceptional client experience by serving as the primary point of contact for high-net-worth clients and supporting advisors and financial planners in all aspects of client service and operations. The ideal candidate has a str...
Description. Overview. Cogent Private Wealth is seeking an experienced and thoughtful Senior Wealth Advisor to help clients find clarity and confidence in their financial lives. As a Senior Wealth Advisor, you will be at the center of each client relationship, guiding new prospects through the onboarding process and serving as their long-term partner in wealth management. You’ll lead a dedicated team—consisting of an Associate Wealth Advisor, Fin...
