Wealth Advisor

4 weeks ago

Minneapolis, United States CX Institutional LLC Full time
Job DescriptionJob Description

Purpose:

As part of the Wealth Management Team, the Wealth Advisor leads and drives business development growth, client experience and retention. This role is responsible for obtaining new HH’s through management of a lead pipeline by means of company funded education events, dinner events, advisor networking, social events, and firm generated client introductions. The Wealth Advisor leads prospects through the New Client Core Process of qualifying, discovery, proposal, closing and implementation. The Wealth Advisor leads the Wealth Management Core Process to ensure adherence by all and delivery at a consistently high level. This role is responsible for instilling hope and confidence in the eyes of clients and prospects so that Credent builds long lasting, trusting relationships resulting in client retention and client introductions to others. As a fiduciary, the Wealth Advisor delivers financial advice based on the clients’ best interests. The Wealth Advisor works with the Wealth Management team, consisting of a Wealth Manager and Financial Planner to serve clients an excess of $250,000. The Financial Planner builds and maintains comprehensive plans for the Wealth Manager to review and present to clients. The Wealth Manager is the primary source of relationship development, consultation, and advice to clients. They also assist with the daily needs of serving the client. This team, including the Wealth Advisor, have regular client interaction, outbound proactive calls, and actively participate in Goal Review & Risk Audit meetings. The primary metric of a Wealth Advisor is # of events led, # of introductions obtained and # of new households to the firm.

Job Responsibilities:

• Leads the adherence of the New Client and Wealth Management Core Processes by all team members.

• Builds brand awareness by being the face of the firm through assuming leadership roles in the community, community outreach, volunteering with various organizations and non-profits.

• Manages a pipeline of leads through multiple avenues, including warm calling potential leads, prospects, introductions from existing clients, company-sponsored events, and networking.

• Delivers compelling presentations on wealth management related topics at firm sponsored events while selling Credent’s 3 uniques.

• Regularly host social events and gatherings with clients who provide prospects to the firm to establish and build relationships and rapport.

• Lead client retention events through providing presentations to instill hope and confidence in the eyes of the client.

• Lead portions of the Wealth Management Core Process including participation in Set the Compass, First Goal review, annual Goal reviews and Risk Audit meeting.

• Perform proactive calls to clients including annual Portfolio review call and quarterly stay in touch (SIT) calls.

• Manage relationships and build confidence with current and prospective clients by sharing perspective and awareness of market trends, crisis management, and ongoing improvements available to enhance clients’ experiences.

• Leads client investment management strategy recommendations, changes and answers questions about billing and fees.

• Utilize CRM software to manage prospects, client relationships and accounts.

• Maintain objective goals on a weekly basis, such as # of calls, leads, proposals and new households

• Remain knowledgeable of the policies and regulations of regulatory bodies to ensure compliance with all work activities.

• Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations.

Knowledge, Skills, and Abilities:

• Ability to qualify prospects, identify pain, and move through the sales funnel or disqualify.

• Ability to present material and concepts to groups or individuals in a compelling and effective manner that establishes hope and confidence.

• Ability to be persistent in the sales cycle process (Not accepting No for an answer).

• Possess a high level of sales acumen.

• Possess a good level of understanding of investment markets and goal-based strategies.

• Leadership skills to hold others accountable to deliver consistent, high quality service deliverables.

Education/Experience

• High School Diploma, or GED, bachelor’s degree in related field preferred

• Experience: 5 plus years of proven sales experience

• Financial services experience in related filed such as financial advisor or wholesaler required

• Series 65 or equivalent achieved within 30–45 days after hire



  • Wealth Management Advisor

    1 week ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a distinguished independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning services through our innovative Roundtable and UniFi methodologies, which surpass conventional...

  • Senior Wealth Advisor

    1 month ago

    Minneapolis, United States TriSearch Full time

    We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through comprehensive and objective financial wealth management. We are looking to grow our well-established RIA firm and want a team player who is excited to be...

  • Senior Wealth Advisor

    2 months ago

    Minneapolis, United States Bluespringwealth Full time

    Minneapolis, MN, USA Job Description Posted Monday, March 4, 2024 at 6:00 AM Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through...

  • Associate Integrated Wealth Advisor

    3 months ago

    Minneapolis, United States Carlson Capital Management Full time

    Job DescriptionJob DescriptionSalary: At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to...

  • Private Wealth Advisor

    4 weeks ago

    Minneapolis, United States Russell Tobin Full time

    Position Overview:We are looking for a motivated Senior Wealth Advisor eager to expand client relationships and drive business growth. This role involves collaborating with our Business Development Officer and other team members on growth strategies. You will focus on converting prospects into clients and building relationships with various financial...

  • Private Wealth Advisor

    4 weeks ago

    Minneapolis, United States Russell Tobin Full time

    Position Overview:We are looking for a motivated Senior Wealth Advisor eager to expand client relationships and drive business growth. This role involves collaborating with our Business Development Officer and other team members on growth strategies. You will focus on converting prospects into clients and building relationships with various financial...

  • Wealth Management Advisor

    1 week ago

    Minneapolis, Minnesota, United States AppleOne Full time

    Job OverviewJoin Our Esteemed TeamPosition:Wealth Management Advisor Location:Minneapolis, MN Compensation:Up to $85,000 annually Position Summary:Are you a driven professional looking to advance your career in wealth management? Our reputable financial services firm is on the lookout for a committed Wealth Management Advisor to enhance our team.In this...

  • Financial Advisor

    3 weeks ago

    Minneapolis, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial...

  • Wealth Management Advisor

    1 week ago

    Minneapolis, Minnesota, United States Russell Tobin Full time

    Position Overview:We are seeking a dedicated Senior Private Wealth Consultant who is enthusiastic about enhancing client connections and fostering business development. This position entails working closely with our Business Development Officer and other team members to devise growth strategies. Your primary focus will be on transforming prospects into...

  • Wealth Advisor Senior

    2 months ago

    Minneapolis, Minnesota, United States Bremer Bank National Association Full time

    Why Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Wealth Advisor Senior

    2 months ago

    Minneapolis, United States Bremer Bank National Association Full time

    Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Wealth Advisor Senior

    2 months ago

    Minneapolis, United States Bremer Bank National Association Full time

    Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • PWM Private Wealth Advisor

    2 weeks ago

    Minneapolis, United States U.S. Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Wealth Advisor Senior

    2 weeks ago

    Minneapolis, United States Bremer Bank National Association Full time

    Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Wealth Advisor

    3 months ago

    Minneapolis, United States The Ladders Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives...

  • Wealth Management Advisor

    4 days ago

    Minneapolis, Minnesota, United States Associated Banc-Corp Full time

    At Associated Bank, we are dedicated to fostering an inclusive environment where diverse perspectives are acknowledged as vital strengths that contribute to our success. If you excel in a setting that promotes your growth and development, Associated Bank could be the ideal workplace for you.Explore the opportunity outlined below.As a Wealth Management...

  • Wealth Manager

    2 months ago

    Minneapolis, United States CX Institutional LLC Full time

    Job DescriptionJob DescriptionCompany 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...

  • Financial Wealth Consultant

    4 days ago

    Minneapolis, Minnesota, United States CX Institutional LLC Full time

    Job OverviewObjective:As a key member of the Wealth Management Team at CX Institutional LLC, the Wealth Advisor is instrumental in driving business growth, enhancing client satisfaction, and ensuring client loyalty. This position is tasked with acquiring new households through effective management of a lead pipeline, utilizing company-sponsored educational...

  • Client Relationship Wealth Specialist

    1 week ago

    Minneapolis, Minnesota, United States CX Institutional LLC Full time

    Job OverviewObjective:As a key member of the Wealth Management Division, the Wealth Advisor is instrumental in fostering business development, enhancing client satisfaction, and ensuring client loyalty. This position entails acquiring new households through effective management of a lead pipeline, utilizing company-sponsored educational events, networking...

  • Wealth Management Support Specialist

    1 week ago

    Minneapolis, Minnesota, United States Carlson Capital Management Full time

    Wealth Management Support Specialist at Carlson Capital Management About the Company: Carlson Capital Management (CCM) is dedicated to delivering an exceptional, client-centered wealth management experience. Our firm is employee-owned and committed to upholding the highest fiduciary standards in the industry. We specialize in providing customized investment,...