Wealth Manager: Client Experience & Planning

Credent Wealth Management; BLOOMINGTON (MN); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Credent Wealth Management in Bloomington, MN is seeking a Wealth Manager to serve existing clients with fiduciary guidance in financial planning, estate, risk, and tax management. You will develop comprehensive plans and coordinate with Wealth Advisor and other team members.

The role emphasizes building long-term relationships, regular client reviews, and adherence to Credent’s standards. Requires CFP, Series 65, and 5+ years in financial planning; in-office, Monday–Friday with travel.

Qualifications

• Bachelor’s Degree or equivalent.
• 5+ years in Financial Planning, Wealth Management, or related field.
• CFP certification is required.

Responsabilités

• Maintain Credent Experience client care processes.
• Meet with clients at least twice yearly to strengthen relationships.
• Present Risk Audit analyses and tailor insurance, estate, and tax advice.
• Lead Goal Review with clients to identify and prioritize goals.
• Educate clients on Credent fiduciary standards and service benefits.
• Support Wealth Advisor at events with leads and clients.
• Collaborate with team to uphold company mission and values.
• Stay updated on policies and regulatory requirements.

Connaissances

Client service

Analytical skills

Interpersonal skills

Active listening

Problem solving

Microsoft Office

Financial planning software

Formation

Bachelor’s Degree or equivalent

CFP certification required

Outils

CRM Software

Microsoft Office

Financial Planning Software

Cloud-based storage software

Description du poste

Credent Wealth Management in Bloomington, MN is seeking a Wealth Manager to serve existing clients with fiduciary guidance in financial planning, estate, risk, and tax management. You will develop comprehensive plans and coordinate with Wealth Advisor and other team members.

The role emphasizes building long-term relationships, regular client reviews, and adherence to Credent’s standards. Requires CFP, Series 65, and 5+ years in financial planning; in-office, Monday–Friday with travel.