Wealth Advisor, Wealth Management

Job overview

The Wealth Advisor, Wealth Management is an onsite, full-time role in Charlotte, NC; compensation is not specified. The position is part of the Wealth Management Team at Credent Wealth Management, which provides client-focused financial planning and investment services. The advisor develops new client relationships and leads prospects through the firm’s onboarding process while supporting a consistent client experience. By providing fiduciary advice, managing client relationships, and coordinating with the wealth management team, the role contributes to client retention and business growth.

What you'll do

• Manage a lead pipeline and develop new household relationships
• guide prospects through qualification, discovery, proposal, and implementation
• lead portions of the Wealth Management Core Process and participate in goal and portfolio reviews
• make proactive client calls
• recommend client investment management strategies
• use Salesforce to manage prospects, relationships, and accounts
• track activity goals
• follow applicable policies and regulations.

What we're looking for

Skills & competencies

wealth advisor

wealth management

full-time

onsite

charlotte nc

cx institutional

credent wealth management

financial advice

client relationships

business development

investment strategy

series 65

25% travel

occasional evenings and weekends

Work arrangement

• Weekend coverage required

Why this role

The role includes 25% travel and occasional evening and weekend work. Series 65 or equivalent is required; a bachelor’s degree is preferred.

About the employer

CX Institutional LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.