Credent Wealth Management in Charlotte, NC seeks a Wealth Advisor to lead business development, enhance client experience, and drive retention. You will manage a lead pipeline through proactive introductions, referrals, events, and advisor networking to attract new households above $250,000 in assets.
You will guide prospects through the New Client Core Process—from qualifying and discovery to proposal and implementation—delivering fiduciary financial advice and building lasting relationships
#J-18808-LjbffrWealth Advisor: Growth & Client Experience in charlotte at Unknown Company
This position is listed as full time and onsite.