Wealth Advisor: Client-Centric Financial Planning
credent wealthPlano, TX
Wealth Advisor: Client-Centric Financial Planning
credent wealthPlano, TXSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Credent Wealth seeks a Financial Advisor to drive business development, enhance client experience, and manage relationships for households from $250,000 up to $1 million. You will work with a Wealth Advisor, Client Service Associate, and Client Care Coordinator to deliver tailored wealth management solutions. As a fiduciary, you will build long-term relationships, attract new households through referrals, events, and outreach, and support ongoing Portfolio and Goal Reviews to help clients reach
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Level
Senior L5
Location
Plano, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
7 days ago