Wealth Advisor: Growth, Planning & Client Focus

Credent Wealth Management; Plano (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Credent Wealth Management seeks a Financial Advisor to drive business development, enhance client experience, and improve retention. This role focuses on relationship management, financial planning, estate planning, risk and tax considerations.

As a fiduciary, you will build long-term relationships while delivering tailored financial advice. You will generate new households through proactive engagement and advisor networking, supporting the Wealth Management team’s goals.

Qualifications

• Bachelor's Degree or equivalent required.
• 1+ years in Financial Planning, Wealth Management, or related field.

Responsibilities

• Adhere to the New Client and Wealth Management core process, delivering proactive service within the Credent experience.
• Manage a pipeline of leads and conduct proactive client outreach.
• Perform Portfolio Review calls and stay-in-touch activities to nurture relationships.
• Meet with clients annually to review goals, retirement, college, major purchases, and other plans.
• Educate clients on Credent fiduciary standards and ensemble team service benefits.
• Assist Wealth Advisor at firm events and support client relationships.

Skills

Service oriented

Analytical thinking

Interpersonal skills

Empathy & active listening

Problem solving

Microsoft Office Suite

Education

Bachelor's Degree or equivalent

Tools

Investment planning software

Microsoft Office Suite

Investment reporting software

Job description

Credent Wealth Management seeks a Financial Advisor to drive business development, enhance client experience, and improve retention. This role focuses on relationship management, financial planning, estate planning, risk and tax considerations.

As a fiduciary, you will build long-term relationships while delivering tailored financial advice. You will generate new households through proactive engagement and advisor networking, supporting the Wealth Management team’s goals.