Wealth Advisor: Growth & Client Experience Leader

Credent Wealth Management; Charlotte (NC); On-site; USD 70,000 - 120,000; Full time

Job summary

Credent Wealth Management, a leading RIA, seeks a Wealth Advisor to drive business development, enhance client experience, and retain high-value households. The role involves managing a lead pipeline, orchestrating introductions, referrals, and educator-led events to expand the client base.

The Wealth Advisor guides prospects through a structured process from discovery to proposal and implementation, delivering fiduciary guidance and maintaining relationships across a team of specialists to

Qualifications

• Ability to qualify prospects and move through the sales funnel.
• Strong sales acumen and client-focused mindset.
• Excellent presentation skills to groups or individuals.

Responsibilities

• Lead the New Client and Wealth Management Core Processes by all team members.
• Manage a pipeline of leads and drive new Households.
• Host social events to generate prospects through client relationships.
• Lead portions of the Core Process including Goal Reviews and portfolio reviews.
• Perform proactive outreach and regular client follow-ups.
• Build confidence and trust with current and prospective clients.

Skills

Prospecting

Sales acumen

Presentation skills

Leadership

Education

Bachelor’s degree preferred

Series 65 or equivalent

Tools

Salesforce

Job description

Credent Wealth Management, a leading RIA, seeks a Wealth Advisor to drive business development, enhance client experience, and retain high-value households. The role involves managing a lead pipeline, orchestrating introductions, referrals, and educator-led events to expand the client base.

The Wealth Advisor guides prospects through a structured process from discovery to proposal and implementation, delivering fiduciary guidance and maintaining relationships across a team of specialists to