Financial Advisor

Company Overview

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. Credent offers a uniquely client‑centric approach to wealth management through commission‑free, transparent, and impactful service, planning, and investment solutions, promising clients that they are “Advisors Who Care as Much as You Do.” Since its inception in 2018, Credent has grown strategically through organic growth and acquisitions, focusing on providing advisors with a customized, cooperative transition as they build succession plans and protect their clients. The culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including Forbes’ America’s Top RIA Firms (2023‑present), Financial Advisor Magazine’s RIA Ranking (2024‑present), and AdvisorHub’s RIAs to Watch (2023‑present). For more information, visit CredentWealth.com.

Role Overview

As part of the Wealth Management Team, the Financial Advisor drives business‑development growth, client experience, and retention. The Financial Advisor is the primary source of relationship development, consultation, and advice to assigned existing clients, with expertise in financial planning, estate planning, risk and insurance management, and tax management. Acting as a fiduciary, the advisor fosters long‑term, trusting relationships while delivering advice in the client’s best interest. The role is responsible for obtaining new households through proactive lead management, introductions, referrals, events, and networking, guiding prospects through the New Client Core Process (qualifying, discovery, proposal, implementation) and ensuring adherence to the Wealth Management Core Process to provide a “Raving Fan” experience. The advisor works with a team (Wealth Advisor, Client Service Associate, Client Care Coordinator) to serve clients with assets ranging from $250,000 to $1 million, conducting regular client interactions, outbound calls, Goal Reviews, and Portfolio Reviews. Primary performance metrics include net organic growth, discovery meetings, net new households, wallet share, and retention.

Responsibilities

• Adhere to the New Client and Wealth Management core processes while providing proactive and reactive service within the Credent experience for client care.
• Manage a pipeline of leads.
• Perform proactive calls to clients, including annual Portfolio Review calls and quarterly stay‑in‑touch (SIT) calls.
• Meet with assigned clients at least once per year to foster and build long‑term, trusting relationships through the Credent Experience process.
• Conduct and present Goal Reviews, guiding clients to identify and prioritize financial and personal goals (retirement, college, major purchases, etc.), stress‑testing plans and sharing results.
• Communicate with and educate clients to ensure understanding of Credent’s fiduciary standards and the benefits of the ensemble team service structure.
• Manage relationships and build confidence with current and prospective clients.
• Participate in and support the Wealth Advisor at firm‑sponsored educational and social events with prospects and clients.
• Collaborate with team members in alignment with the company’s mission, values, and beliefs to provide client service beyond expectations.
• Stay knowledgeable of regulatory policies and ensure compliance with all work activities, as well as company‑wide policies.

Skills and Abilities

• Service‑oriented skill set.
• Progressive analytical knowledge and interpersonal skills.
• Ability to build trusting interpersonal relationships through empathy and active listening.
• Adaptable, accurate, and creative problem‑solving skills.
• Proficiency in Microsoft Office suite.
• Knowledge of financial planning and investment reporting software.

Education and Experience

• Bachelor’s degree or equivalent.
• 1+ years in financial planning, wealth management, or a related field.
• Additional financial services experience.
• Series 65 or equivalent licensing.
• Certified Financial Planner (CFP) or other advanced degree or designation such as CPA (preferred).