Wealth ManagerAs part of the Wealth Management Client Experience Team, 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, Financial Planner, Client Service Associate, and Client Care Coordinator serving the same clients with $250,000 and above on platform with the firm. The Wealth Manager will build and maintain comprehensive plans for presentation to clients and will also assist with the daily needs of serving the client.
The Wealth Advisor leads the investment management portion of the relationship as well as the Raving Fan experience in addition to 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 primary measurements of a successful Wealth Manager are client retention, completion of goal reviews, and risk audits.Job Responsibilities:Adherence to the core process, while providing proactive and reactive service within the Credent Experience for client careRegularly meets with assigned clients at least twice per year to foster and build long term, trusting relationships through the Credent Experience process Conduct and present a Risk Audit analysis to clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxConduct 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 clientCommunicate with and educate clients to ensure an understanding and appreciation of Credent's fiduciary standards and the benefits of our team and process service structureParticipate in and support the Wealth Advisor at various firm sponsored educational and social events with leads and clientsWork with team members in a way that is in accordance with the mission, core values, and beliefs of the company to provide client service above and beyond expectationsRemain 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 bodiesKnowledge, Skills, and Abilities:Service oriented skill setProgressive analytical knowledge and interpersonal skillsAbility to build trusting interpersonal relationships through empathy and active listening skillsAdaptable, accurate, and creative problem-solving skillsProficient in Microsoft Office suiteKnowledge of financial planning and investment reporting softwareEducation:Bachelor's Degree or equivalentExperience:5+ years in Financial Planning, Wealth Management, or related fieldOther:Financial services experienceSeries 65 or equivalentCertified Financial Planner (CFP) is requiredAdvanced degrees or designations such as CPA or JD preferredWork Environment/Hours/Travel:Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekendsIn office attendance requiredTravel is frequently requiredMeetings and events may require work outside normal office hours and outside of office locationEquipment Used:Standard office equipmentCloud-based storage softwareFinancial Planning softwareCRM SoftwareMicrosoft Office SuiteExpense reporting software