Credent Wealth Management Jobs in United States

Wealth Manager · The Wealth Manager will be responsible for developing and maintaining long-term relationships with high net worth clients. · Conduct regular goal reviews and risk audits to ensure clients' financial goals are being met. · Develop comprehensive plans to help clien ...

Wealth Manager Role · The Wealth Manager serves as a key point of contact for assigned clients of Credent Wealth Management. · Conducts risk audits and goal reviews with clients. · ...

Job Description · The Partner Integration Internal is responsible for supporting sales growth goals by partnering with the Partner Integration sales team to call develop and maintain relationships with financial advisors. · Actively manage the prospect funnel to ensure continued ...

Partner Integration Associate · The Partner Integration Associate position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. · Key responsibilities include learning and executing our Merger & Acquisition (M&A) ...

Wealth Manager is the primary source of relationship development and advice to assigned existing clients of the firm. · Regularly meets with assigned clients at least twice per year to foster and build long term trusting relationships through the Credent Experience processCommuni ...

Wealth Advisor · Leading business development growth, client experience, and retention within the Wealth Management Team involves managing a lead pipeline through proactive introductions, referrals, social events, firm-generated prospect introductions, advisor networking. · Deliv ...

The Partner Integration Internal role involves coordinating meetings and scheduling networking events to support sales growth goals. This includes proactively calling financial advisors, developing targeted geographic location development activities, and maintaining relationships ...

The Partner Integration Associate position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. · Learn and execute the Merger & Acquisition (M&A) lead generation system · Conduct outbound calls as well as other f ...

Purpose: · The Partner Integration Internal is responsible for supporting sales growth goals by partnering with the Partner Integration sales team to call, develop, and maintain relationships with financial advisors. This role focuses on proactive outbound sales activity with ad ...