Wealth Manager

We have a few opportunities for a Wealth Manager position in North Dallas and Minneapolis. 

Our opportunity:

* Succeed a lead advisor who is beginning to transition to retirement.

* Assume the lead for approximately 100 high net worth clients.

* Partnership (equity shares) opportunity after 90 days.

This role includes building and maintaining trusting relationships, delivering, and maintaining financial plans (eMoney), coordinating and overseeing planning implementation, risk audits and goal reviews, and serving as clients' main point of contact while delivering authentic leadership. The measurements of success are client retention and net positive wallet share. This role DOES NOT include prospecting and cold calling.

Who is Credent Wealth Management:

* $2.7B Fee Only Fiduciary

* Recognized as one of the fastest growing RIA in America by Smartasset

* Recognized as top 100 RIA ETF power users

* Recognized as a top RIA in America by Advisor Hub's top 100 to Watch List

Please email interest to brian.remson@credentwealth.com. Thank you!

* 11-year track record of third party verified investment performance (GIPS)