Financial Advisors are the primary source of consultation and advice provided to clients on matters of financial planning, investments, and platforms provided by the company. Advisors manage client accounts, source prospects through multiple methods of communication including phone calls, email communication, referrals, and in-person, company-lead events to maintain a high level of client service. They will also lead client Goal Review meetings and other meetings as requested by clients, asking questions and providing details of account(s) performance, investment recommendations, and financial advice.
Financial advisors serve existing clients of the firm as well as develop new relationships with prospective clients. The ensemble approach to providing financial advice allows financial advisors to focus on providing advice and expanding the firm’s client base while other team members manage account-level details, money movement, individual investment selection and other tasks.
Establish financial planning relationships, help clients identify and prioritize their financial goals, asses clients’ resources, advise and recommend actions that help clients achieve their goals, implement the recommendations agreed upon by the clients, and monitor clients’ progress toward their goals over time.
Generate leads through multiple avenues, including referrals of existing clients, company-sponsored events, centers of influence, and cold calling potential leads
Independently build and manage relationships with current and prospective clients, including awareness of market trends, crisis management, and ongoing improvements available to enhance clients’ experiences
Work with company Paraplanners to initiate business process to ensure client signatures and compliance are completed for all necessary transactions
Utilize financial and trading software to manage, change, trade, and review account statuses of client accounts; retrieve reports in preparations for client meetings
Maintain objective goals on a weekly basis, such as client phone calls, goal reviews completed, miscellaneous meetings, and ongoing client experience interactions
Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities
Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations
Comply with company-wide policies and SEC/FINRA regulations
Additional Salary Information: Quarterly Bonuses, Marketing Bonuses, Career Track Increases
About Credent Wealth Management
At Credent Wealth Management, our carefully refined approach to working with clients is the result of years of expertise to provide each client with exceptional service and a comfortable and productive experience. Meticulous attention to detail and high-touch service distinguishes Credent Wealth Management among firms offering financial management services. Our business is built on four pillars: honesty, integrity, communication and education.
Our mission is to guide clients throughout life’s most important financial events with service and expertise above and beyond client expectations. We believe that financial freedom changes lives; that all people benefit from setting financial goals, developing a written plan, and working with a partner to achieve those goals.