Wealth Advisor: Client-Centric Financial Planning

Credent Wealth; Plano (TX); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Credent Wealth seeks a Financial Advisor to drive business development, enhance client experience, and manage relationships for households from $250,000 up to $1 million. You will work with a Wealth Advisor, Client Service Associate, and Client Care Coordinator to deliver tailored wealth management solutions.

As a fiduciary, you will build long-term relationships, attract new households through referrals, events, and outreach, and support ongoing Portfolio and Goal Reviews to help clients reach

Qualifications

• Bachelor's degree or equivalent required.
• 1+ years in Financial Planning, Wealth Management, or related field.
• Series 65 or equivalent; CFP or CPA desirable.

Responsibilities

• Drive business development and client growth within assigned households.
• Build and maintain long-term client relationships as fiduciary advisor.
• Lead portfolio reviews and educate clients on financial planning.
• Collaborate with Wealth Advisor, Client Service Associate, and Client Care Coordinator.
• Identify client goals and present tailored financial plans.

Skills

Service oriented

Analytical

Interpersonal skills

Active listening

Problem solving

Microsoft Office

Financial planning software

Education

Bachelor's degree or equivalent

Tools

Financial planning software

CRM software

Job description

Credent Wealth seeks a Financial Advisor to drive business development, enhance client experience, and manage relationships for households from $250,000 up to $1 million. You will work with a Wealth Advisor, Client Service Associate, and Client Care Coordinator to deliver tailored wealth management solutions.

As a fiduciary, you will build long-term relationships, attract new households through referrals, events, and outreach, and support ongoing Portfolio and Goal Reviews to help clients reach