![CX Institutional LLC](https://media.trabajo.org/img/noimg.jpg)
Wealth Manager
2 months ago
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:
- Adherence to the Wealth Management core process, while providing proactive and reactive service within the Credent experience for client care.
- Regularly meets with assigned clients to foster and build long term, trusting relationships through the Credent Experience process.
- Conduct and present Risk Audit gap analysis to clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and tax planning.
- Conduct and present a Goal Review by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchase, and miscellaneous planning needs. These plans are then stress tested and shared with the client.
- Conduct one outbound phone campaign each year to all clients regarding the achievement of last year’s goals and confirming this year’s financial goals.
- Communicate with and educate clients to ensure an understanding and appreciation of Credent’s fiduciary standards and the benefits of our ensemble team service structure.
- Participate in and support the Wealth Advisor at various firm sponsored educational and social events with leads and clients.
- Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations.
- Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies.
Knowledge, Skills, and Abilities:
- 5+ years in Financial Planning, Wealth Management, or related field
- Financial services experience
- Series 65 or equivalent
- Certified Financial Planner (CFP) or CPA or JD or CFA designation is required
- Service oriented skill set
- Progressive analytical knowledge and interpersonal skills
- Ability to build trusting interpersonal relationships through empathy and active listening skills
- Adaptable, accurate, and creative problem-solving skills
- Proficient in Microsoft Office suite
- Knowledge of financial planning and investment reporting software
-
Wealth Management Advisor
3 days ago
Minneapolis, Minnesota, United States Wealth Enhancement Group Full timeAbout 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
2 months ago
Minneapolis, United States Bluespringwealth Full timeMinneapolis, 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...
-
Wealth Management Advisor
2 days ago
Minneapolis, Minnesota, United States AppleOne Full timeJob 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...
-
Senior Wealth Manager
2 months ago
Minneapolis, United States Leah Yosef International Full timeOverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...
-
Senior Wealth Manager
2 months ago
Minneapolis, United States Leah Yosef International Full timeOverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...
-
Wealth Advisor
3 weeks ago
Minneapolis, United States CX Institutional LLC Full timeJob DescriptionJob DescriptionPurpose: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,...
-
Wealth Management Support Specialist
3 days ago
Minneapolis, Minnesota, United States Carlson Capital Management Full timeWealth 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,...
-
Wealth Management Advisor
2 days ago
Minneapolis, Minnesota, United States Russell Tobin Full timePosition 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 Management Support Associate
2 days ago
Minneapolis, Minnesota, United States NFP Full timeAbout Us: NFP, an Aon Company, is recognized as a multi-year Best Places to Work award recipient in Business Insurance and has also been honored with the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine, along with the WORK180 employer endorsement. We are a team of consultative advisors dedicated to solving problems. Our...
-
Senior Wealth Management Consultant
3 days ago
Minneapolis, Minnesota, United States North Star Resource Group Full timeSenior Wealth Management Consultant We are seeking a qualified individual to take on a wealth management advisory role. The ideal candidate will possess significant experience in the financial sector and be eager to expand their practice while collaborating with fellow advisors on succession planning initiatives. Joining our esteemed organization will allow...
-
Wealth Management Consultant Associate
2 days ago
Minneapolis, Minnesota, United States Charles Schwab Full timePosition Type: Regular Your Opportunity At Charles Schwab, you are empowered to influence your career path. Here, innovative thinking meets creative problem-solving, enabling us to reshape the finance sector collaboratively. As a Wealth Management Consultant Associate, you will be at the forefront, serving as a reliable partner to our Senior Financial...
-
Senior Wealth Management Consultant
2 days ago
Minneapolis, Minnesota, United States North Star Resource Group Full timeSenior Wealth Management ConsultantWe are seeking a qualified candidate to join our team as a Senior Wealth Management Consultant. This role is ideal for a seasoned financial strategist who is eager to expand their practice and collaborate with fellow professionals on succession planning initiatives. By becoming part of an organization that values...
-
Wealth Management Consultant Associate
2 days ago
Minneapolis, Minnesota, United States Charles Schwab Full timePosition Type: Regular Your Opportunity: At Charles Schwab, we empower you to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together. As a Wealth Management Consultant Associate, you will be at the forefront of our operations, serving as a trusted ally to our...
-
Wealth Management Risk Specialist
2 days ago
Minneapolis, Minnesota, United States Old National Bank Full timePosition Overview:Old National Bank has been a cornerstone in serving clients and communities since 1834. With a robust asset base of $48 billion, we are a regional leader committed to the communities we serve. As a reliable partner, we are dedicated to helping our clients realize their aspirations and dreams, while also prioritizing social responsibility...
-
Senior Wealth Manager
3 weeks ago
Minneapolis, United States Russell Tobin Full timeWe are looking for a Senior Wealth Advisor who is driven and motivated to develop new client relationships. This role involves collaborating with our Business Development Officer and other Advisors to drive growth initiatives. Responsibilities include prospecting new leads, building relationships with custodians, accountants, estate attorneys, and other key...
-
Senior Wealth Manager
3 weeks ago
Minneapolis, United States Russell Tobin Full timeWe are looking for a Senior Wealth Advisor who is driven and motivated to develop new client relationships. This role involves collaborating with our Business Development Officer and other Advisors to drive growth initiatives. Responsibilities include prospecting new leads, building relationships with custodians, accountants, estate attorneys, and other key...
-
Senior Wealth Advisor
1 month ago
Minneapolis, United States TriSearch Full timeWe 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...
-
Associate Integrated Wealth Advisor
3 months ago
Minneapolis, United States Carlson Capital Management Full timeJob 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...
-
Client Relationship Wealth Specialist
2 days ago
Minneapolis, Minnesota, United States CX Institutional LLC Full timeJob 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...
-
Experienced Wealth Management Consultant
2 days ago
Minneapolis, Minnesota, United States Russell Tobin Full timePosition OverviewWe are seeking an Experienced Wealth Management Consultant who is enthusiastic and proactive in establishing new client connections. This position entails working closely with our Business Development Officer and fellow Advisors to spearhead growth strategies.Key ResponsibilitiesIdentify and pursue new client opportunities.Build and maintain...