Wealth Advisor: Growth & Client Experience

Cx Institutional Llc; Charlotte (NC); On-site; USD 90,000 - 160,000; Full time

Job summary

Credent Wealth Management in Charlotte, NC seeks a Wealth Advisor to lead business development, enhance client experience, and drive retention. You will manage a lead pipeline through proactive introductions, referrals, events, and advisor networking to attract new households above $250,000 in assets.

You will guide prospects through the New Client Core Process—from qualifying and discovery to proposal and implementation—delivering fiduciary financial advice and building lasting relationships

Qualifications

• Ability to qualify prospects and move through the sales funnel.
• Strong communication and presentation skills for groups and individuals.
• Experience with advisory/wealth management processes is a plus.

Responsibilities

• Lead adherence to New Client and Wealth Management Core Processes.
• Manage a pipeline of leads and coordinate outreach.
• Host social events to generate prospects and build relationships.
• Participate in Set the Compass and Goal Reviews within the core process.
• Make proactive client calls including Portfolio Review and SIT communications.
• Maintain weekly activity goals for calls, leads, and proposals.
• Ensure compliance with applicable regulations and internal policies.

Skills

Sales skills

Prospect qualification

Communication

Leadership

Education

High School Diploma or GED

Bachelor’s Degree preferred

Tools

Salesforce

Job description

Credent Wealth Management in Charlotte, NC seeks a Wealth Advisor to lead business development, enhance client experience, and drive retention. You will manage a lead pipeline through proactive introductions, referrals, events, and advisor networking to attract new households above $250,000 in assets.

You will guide prospects through the New Client Core Process—from qualifying and discovery to proposal and implementation—delivering fiduciary financial advice and building lasting relationships