Wealth Advisor-Wealth Management

CX Institutional LLC•Charlotte, NC

8h•Onsite

About The Position

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. We offer a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful service, planning, and investment solutions, promising clients that we are "Advisors Who Care as Much as You Do." Since our inception in 2018, Credent has grown strategically through a combination of organic growth and acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans and protect their clients. Credent’s culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including Forbes’ America's Top RIA Firms since 2023, Financial Advisor Magazine's RIA Ranking since 2024, and AdvisorHub’s RIAs to Watch since 2023. For more information, visit CredentWealth.com.

Requirements

High School Diploma, or GED, Bachelor’s Degree preferred
5 plus years of proven sales experience
Financial services experience helpful
Series 65 or equivalent

Nice To Haves

Ability to qualify prospects, identify pain points, and move through the sales funnel.
Ability to present material and concepts to groups or individuals in a compelling and effective manner that establishes hope and confidence.
Possess a high level of sales acumen.
Leadership skills to hold others accountable to deliver consistent, high quality service deliverables

Responsibilities

Leads the adherence of the New Client and Wealth Management Core Processes by all team members.
Manages a pipeline of leads.
Regularly host social events and gatherings with clients who provide prospects to the firm to establish and build relationships and rapport.
Lead portions of the Wealth Management Core Process including participation in Set the Compass, First Goal Review, and annual Goal Reviews.
Perform proactive calls to clients including annual Portfolio Review calls and quarterly stay in touch (SIT) calls.
Manage relationships and build confidence with current and prospective clients
Lead client investment management strategy recommendations
Utilize Salesforce to manage prospects, client relationships and accounts.
Maintain objective goals on a weekly basis, such as number of calls, leads, discovery, proposals, and new households
Remain knowledgeable of the policies and regulations of regulatory bodies to ensure compliance with all work activities.
Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company to provide customer service beyond expectations