Wealth Manager
Employment type
Full-time
Work setting
On-site
Location
Minneapolis, MN
Schedule
Day shift
Posted
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Job overview
The Wealth Manager is an onsite role located in Minneapolis, MN. Compensation is not specified for this position, which supports the Wealth Management Client Experience Team at CX Institutional LLC (Credent Wealth Management). This role exists to provide relationship development, consultation, and advice to existing clients. The manager contributes to the firm's fiduciary mission by helping clients achieve their financial goals through comprehensive planning.
What you'll do
- Conduct risk audits and goal reviews
- build and maintain financial plans
- foster long-term client relationships
- educate clients on fiduciary standards
- support wealth advisors
- participate in client events.
What we're looking for
- Skills & competencies
- full-timeday shiftminneapolis mnwealth managerfinancefinancial planningfiduciarycfpclient relationsonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive benefits package.
Why this role
Forbes top RIA firm; human-centric approach.
About the employer
CX Institutional LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 4dd8b694-c37c-4644-ab00-32acab47c83c