Wealth Manager & Client Experience Lead

Credent Wealth Management; BLOOMINGTON (MN); On-site; USD 90,000 - 180,000; Full time

Job summary

Credent Wealth Management is seeking a Wealth Manager to act as the primary client contact within the Wealth Management Client Experience Team. You will deliver financial planning, estate and tax guidance, and risk management for assigned clients with a fiduciary duty to act in their best interests.

The role collaborates with a Wealth Advisor, Financial Planner, and support staff to build comprehensive plans and ensure ongoing client satisfaction. In-office duties and travel are required.

Qualifications

• 5+ years in Financial Planning, Wealth Management, or related field.
• CFP certification required.
• Series 65 or equivalent.
• Financial services experience preferred.
• Knowledge of financial planning and investment reporting software.

Responsibilities

• Develop and maintain relationships with assigned clients.
• Provide financial planning, estate, risk and tax guidance.
• Lead goal reviews and risk audits with clients.
• Coordinate with Wealth Advisor and support onboarding.
• Maintain fiduciary standards and client communication.
• Attend client meetings and events; travel as needed.

Skills

Service orientation

Analytical skills

Interpersonal skills

Empathy and listening

Problem solving

MS Office

Education

Bachelor’s Degree or equivalent

Tools

CRM Software

Financial Planning software

Microsoft Office Suite

Cloud-based storage

Expense reporting software

Job description

Credent Wealth Management is seeking a Wealth Manager to act as the primary client contact within the Wealth Management Client Experience Team. You will deliver financial planning, estate and tax guidance, and risk management for assigned clients with a fiduciary duty to act in their best interests.

The role collaborates with a Wealth Advisor, Financial Planner, and support staff to build comprehensive plans and ensure ongoing client satisfaction. In-office duties and travel are required.