Credent Wealth Management seeks a Wealth Advisor to drive business development, enhance client experience, and grow households with a fiduciary approach. You will manage a lead pipeline, conduct discovery, proposals, and implementation with a focus on new client growth.
Role involves proactive outreach, portfolio reviews, and close collaboration with the Wealth Management team to deliver exceptional service and drive retention.
#J-18808-LjbffrWealth Advisor | Growth & Client Experience, Fiduciary in charlotte at Unknown Company
This position is listed as full time and onsite.