Wealth Manager

Job Description

Job Description

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management.

Job Title: Wealth Manager

Purpose:

As 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 care
• Regularly 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 tax
  • 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
• Communicate with and educate clients to ensure an understanding and appreciation of Credent’s fiduciary standards and the benefits of our team and process 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 in accordance with the mission, core values, and beliefs of the company to provide client service above and 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:

• 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

Education:

• Bachelor’s Degree or equivalent

Experience:

• 5+ years in Financial Planning, Wealth Management, or related field

Other:

• Financial services experience
• Series 65 or equivalent
• Certified Financial Planner (CFP) is required
• Advanced degrees or designations such as CPA or JD preferred

Work Environment/Hours/Travel:

• Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends
• In office attendance required
• Travel is frequently required
• Meetings and events may require work outside normal office hours and outside of office location

Equipment Used:

• Standard office equipment
• Cloud-based storage software
• Financial Planning software
• CRM Software
• Microsoft Office Suite
• Expense reporting software