Wealth Manager

About Credent Wealth Management

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.

About the Role

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 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 the firm’s platform. The team conducts regular client interaction, outbound proactive calls, and actively participates in Goal Review & Risk Audit meetings. Success is measured by client retention, completion of goal reviews, and risk audits.

Responsibilities

• Adhere to the core process while providing proactive and reactive service within the Credent Experience for client care.
• Meet 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, making appropriate recommendations and adjustments related to insurance, estate, and tax.
• Conduct and present a Goal Review by guiding clients through identifying and prioritizing financial and personal goals—including retirement, college, major purchases, and miscellaneous planning needs—then stress‑testing and sharing the plans.
• Communicate with and educate clients to ensure understanding and appreciation of Credent’s fiduciary standards and the benefits of the team and process service structure.
• Participate in and support the Wealth Advisor at firm‑sponsored educational and social events with leads and clients.
• Collaborate with team members in accordance with the company’s mission, core values, and beliefs to provide client service above and beyond expectations.
• Stay knowledgeable of policies and regulations of regulatory bodies to ensure compliance with all work activities and company‑wide policies.

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.
• 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.
• 5+ years in financial planning, wealth management, or a related field.
• Additional financial services experience.
• Series 65 or equivalent.
• Certified Financial Planner (CFP) – required.
• Advanced degrees or designations such as CPA or JD – preferred.

Work Environment, Hours, and Travel

Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends. In‑office attendance is required. Travel is frequently required, and meetings or events may occur outside normal office hours and locations.

Equipment Used

• Standard office equipment.
• Cloud‑based storage software.
• Financial planning software.
• CRM software.
• Microsoft Office Suite.
• Expense reporting software.