Wealth Management Strategist

3 weeks ago


Auburn, Indiana, United States CX Institutional LLC Full time

**CX Institutional LLC Job Posting:**

We are seeking an experienced Wealth Advisor to lead our Wealth Management Team. As a critical member of our team, you will drive business development growth, client experience, and retention.

Key Responsibilities:

  • Adhere to the New Client and Wealth Management Core Processes to deliver consistent, high-quality service to clients.
  • Establish and maintain brand awareness through community involvement and volunteer work.
  • Develop and manage a pipeline of leads through various channels, including cold calling, referrals, and company-sponsored events.
  • Deliver engaging presentations on wealth management topics at internal events.
  • Host regular social events to foster relationships with clients and prospects.
  • Lead client retention efforts through targeted presentations.
  • Participate in key aspects of the Wealth Management Core Process, including goal setting and risk assessments.
  • Maintain client relationships through regular calls and updates.
  • Stay up-to-date on market trends and regulatory requirements to ensure compliance.
  • Collaborate with team members to achieve shared goals and objectives.

About the Role:

This role requires a strong understanding of financial markets, sales strategies, and exceptional communication skills. The ideal candidate will have a bachelor's degree and 5+ years of experience in financial services, with Series 65 certification within 30-45 days after hire.

Estimated Salary: $90,000 - $140,000 per year



  • Auburn, Indiana, United States CX Institutional LLC Full time

    Key ResponsibilitiesAs a Wealth Advisor with CX Institutional LLC, you will be responsible for:Building and maintaining relationships with current and prospective clientsDeveloping and implementing customized investment strategies to meet client goals and objectivesProviding ongoing portfolio management and risk assessment servicesCollaborating with the...


  • Auburn, Indiana, United States Credent Wealth Management Full time

    Credent Wealth Management is seeking a visionary leader to drive its technology and platform innovation strategies. As Chief Innovation Officer - Technology and Platform, you will provide critical oversight for the company's IT functions, ensuring seamless alignment with its overarching goals.About the Role:This role encompasses a wide range of...


  • Auburn, Indiana, United States Credent Wealth Management Full time

    Credent Wealth Management is seeking a Chief Innovation Officer to lead its technology and platform innovation strategies. The ideal candidate will possess a strong vision for leveraging technology to drive business growth, improve efficiency, and enhance client engagement.About the RoleThis is a senior leadership position responsible for developing and...


  • Auburn, Indiana, United States CX Institutional LLC Full time

    About the Role:The Client Care Coordinator plays a vital role in providing exceptional customer service and support to our clients and prospects. This dynamic individual will be responsible for coordinating meetings, events, and travel arrangements, while also updating client information in our CRM system.Key Responsibilities:• Greet and direct phone calls...


  • Auburn, Indiana, United States CX Institutional LLC Full time

    Job OverviewCX Institutional LLC is seeking a skilled Client Care Coordinator to provide exceptional customer service and support to our Wealth Advisors and clients. This role plays a vital part in delivering a superior client experience, ensuring all interactions are welcoming, comfortable, and tailored to the client's needs.The ideal candidate will possess...


  • Auburn Hills, Michigan, United States The Bank of America Corporation Full time

    We are seeking a skilled Wealth Management Strategist to join our team at Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services across the globe.About the RoleIn this role, you will work closely with Financial Advisors to understand clients' complex financial needs and develop tailored solutions...


  • Auburn Hills, Michigan, United States TRIGO Global Quality Solutions Full time

    Job OverviewTalent Acquisition Strategist at TRIGO Global Quality Solutions. We are seeking a seasoned professional to join our team as a Talent Acquisition Strategist in Auburn Hills, MI. The ideal candidate will have 5+ years of experience in Talent Acquisition/Human Resources and a proven track record of delivering results in a fast-paced environment.Key...


  • Auburn, Washington, United States Muckleshoot Casino Resort Full time

    About Muckleshoot Casino ResortWe are a world-class entertainment destination located in Washington State. Our mission is to provide an unparalleled guest experience through exceptional service, amenities, and cuisine.Job DescriptionIn this role as Head Kitchen Strategist, you will play a key part in driving the success of our culinary program. Your primary...


  • Auburn, Massachusetts, United States Webster Five Full time

    About Webster FiveWebster Five is an equal opportunity employer committed to fostering a culture of inclusion, equity, and diversity.Salary: $80,000 - $120,000 per yearWe offer a competitive salary based on experience and qualifications.Job DescriptionRole Summary:The Digital Banking Strategist will play a key role in developing and implementing digital...


  • Auburn Hills, Michigan, United States Cornerstone Community Financial Credit Union Full time

    Job Overview:The Cornerstone Community Financial Credit Union is seeking an experienced and dynamic Human Resources professional to lead our HR function. As the Senior HR Strategist, you will be responsible for developing and implementing HR strategies that align with the organization's goals and objectives.Key Responsibilities:Develop and implement HR...


  • Auburn, Washington, United States AT3 Professional Staffing Solutions, Inc. Full time

    Aerospace Manufacturing InnovationIn this critical role, you will become a master strategist, utilizing tools such as Standard Work, Kanban, TPM, 5S, Visual Management, SMED, Six Sigma, and Value Stream Mapping to identify root causes and develop impactful solutions.You will drive and manage the Kaizen Roadmap to ensure continuous improvement initiatives are...


  • Auburn, Alabama, United States Auburn Full time

    Overview">Auburn University is seeking a highly skilled and experienced Director of Undergraduate Recruitment to lead our admissions efforts. This key leadership role will be responsible for developing and executing strategic recruitment plans to attract and enroll a diverse and talented undergraduate student body.Responsibilities">Develop and implement...


  • Auburn, Washington, United States Muckleshoot Casino Full time

    Muckleshoot Casino Resort is seeking a highly motivated and experienced professional to join our team as a Remote Overnight Guest Experience Specialist. In this role, you will be responsible for ensuring that all guest interactions are positive and memorable. You will also be responsible for managing and analyzing guest feedback, identifying trends and areas...

  • Compound Sales Lead

    14 hours ago


    Auburn Hills, Michigan, United States Branex Group Full time

    Job DescriptionWe are seeking a highly motivated Sales professional to fill the role of Sales Growth Strategist at Branex Group. As a key member of our sales team, you will be responsible for driving business growth through strategic sales planning, customer development, and account management.Main Responsibilities:Develop and deliver sales strategies that...


  • Auburn, United States Trustmark National Bank Full time

    Commercial Relationship Manager I, II, III or IVLocationUS-AL-AuburnJob ID2024-17492CategoryCommercial BankingTypeRegular Full-TimeJob Grade14FLSA StatusExemptWorking Hours8am - 5pmJob Location: CompanyCommercial Banking - Opelika - 13554OverviewPosition is responsible to develop and manage commercial accounts that meet established requirements, focus on...


  • Auburn Hills, Michigan, United States Whisker Full time

    Transforming Pet Care with Innovative SolutionsWe are seeking a seasoned Product Category Manager to lead the development of our cat product line. As a key member of our team, you will be responsible for defining and executing the overall category strategy, driving innovation, and delivering consumer-centered experiences for pet owners.The ideal candidate...


  • auburn, United States Ascendion Full time

    Located in Auburn/Sacramento area we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • Auburn, United States Ascendion Full time

    Located in Auburn/Sacramento area we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • auburn, United States Ascendion Full time

    Located in Auburn/Sacramento area we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • Auburn, United States John F Murphy Homes, Inc. Full time

    Job DescriptionJob DescriptionThe Margaret Murphy Centers for Children are looking to add a Special Education Teacher to our Auburn program!The Margaret Murphy Centers for Children (MMCC) is a special-purpose private school serving children and adolescents with developmental disabilities and emotional disorders. This is an intensive and collaborative program...


  • Auburn Hills, United States Comerica Full time

    Principal Product Manager- ServiceNowPlease double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.Comerica is seeking a dynamic and experienced Product Owner with expertise in ServiceNow Security Operations (SecOps) to lead the strategic planning, design, deployment, and ongoing...


  • Auburn Hills, Michigan, United States Comerica Full time

    Job Description Comerica is seeking an experienced Sr. Infrastructure Checkpoint Network Engineer to join our team. This role will be responsible for managing, designing, and improving Comerica's enterprise Checkpoint firewall infrastructure. The ideal candidate will have experience in network design, implementation, and documentation of medium-large scale...


  • Auburn Hills, United States Comerica Full time

    Senior IT Project CoordinatorPlease make sure you read the following details carefully before making any applications.The Senior IT Project Coordinator is responsible for providing support to the Project/Program Manager in coordinating activities of project team and project deliverables while maintaining, tracking and storing key project documentation. Will...


  • Auburn Hills, United States Benteler Full time

    Division: BENTELER Automotive Functional Area: Quality Management; Procurement Career Level: Professional Contract Type: Permanent/Full-time Weekly Working Hours: 40.00 Required Languages: English Requisition ID: 41387 Benefits: United States : 401(k) Match || United States : Dental || United States : Development || United States : Educational Assistance ||...


  • Auburn Hills, United States Comerica Full time

    BIO - Corporate FunctionsIf your skills, experience, and qualifications match those in this job overview, do not delay your application.The BIO - Corporate Functions is accountable for defining and delivering technology strategy and capabilities across the Corporate and Enterprise Risk functions. The BIO - Corporate Functions is a key contributor to the...