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Company Overview:
At Credent Wealth Management our proven process to working with clients is the result of years of expertise to provide each client with exceptional service and a comfortable and productive experience. Meticulous attention to detail and high-touch service distinguishes Credent Wealth Management among firms offering financial management services.
Our mission is to guide clients throughout life’s most important financial events with service and expertise above and beyond client expectations. We believe that financial freedom changes lives; that all people benefit from setting financial goals, developing a written plan, and working with a partner to achieve those goals. In fact, all our services tie directly to one of our eight core beliefs.
Role Description:
Our opportunity includes:
* Succeed a lead advisor who is beginning to transition to retirement.
* Assume the lead for approximately 100 high net worth clients.
* Partnership (equity shares) opportunity after one year.
This role includes building and maintaining trusting relationships, delivering, and maintaining financial plans (eMoney), coordinating and overseeing planning implementation, risk audits and goal reviews, and serving as clients' main point of contact while delivering authentic leadership. The measurements of success are client retention and net positive wallet share. This role Does Not include prospecting and cold calling.
From a broader perspective, the Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm. Expertise is expected on matters of financial planning, estate planning, risk and insurance management and tax management. This role is the key point of contact on the client experience team that leads and helps clients identify, prioritize, and ultimately achieve their financial goals. As a fiduciary, Wealth Managers foster and build long term, trusting relationships with clients while delivering financial advice based on the clients’ best interests. The Wealth Manager works alongside a Wealth Advisor and paraplanner serving the same clients with an excess of $500,000 on platform. The paraplanner will build and maintain comprehensive plans for the Wealth Manager to review and present to clients. They also assist with the daily needs of serving the client. The Wealth Advisor leads the investment management portion of the relationship as well as all business development and new client onboarding. This team, including the Wealth Manager, have regular client interaction, outbound proactive calls, and actively participate in Goal Review & Risk Audit meetings. The two primary measurements of a successful Wealth Manager are client retention and net positive wallet share.
Job Responsibilities:
Knowledge, Skills, and Abilities:
Full Time
$113k-151k (estimate)
06/25/2024
07/10/2024
The following is the career advancement route for Wealth Manager positions, which can be used as a reference in future career path planning. As a Wealth Manager, it can be promoted into senior positions as a Top Trust Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Manager. You can explore the career advancement for a Wealth Manager below and select your interested title to get hiring information.