Wealth Manager

CX Institutional LLC • Bloomington, MN

9d • 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

• Service oriented skill set
• Progressive analytical knowledge and interpersonal skills
• Ability to build trusting interpersonal relationships through empathy and active listening skills
• Adaptable, accurate, and creative problem-solving skills
• Proficient in Microsoft Office suite
• Knowledge of financial planning and investment reporting software
• Bachelor’s Degree or equivalent
• 5+ years in Financial Planning, Wealth Management, or related field
• Financial services experience
• Series 65 or equivalent
• Certified Financial Planner (CFP) is required

Nice To Haves

• Advanced degrees or designations such as CPA or JD preferred

Responsibilities

• Adherence to the core process, while providing proactive and reactive service within the Credent Experience for client care
• Regularly meets with assigned clients at least twice per year to foster and build long term, trusting relationships through the Credent Experience process
• Conduct and present a Risk Audit analysis to clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and tax
• Conduct and present a Goal Review by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchase, and miscellaneous planning needs. These plans are then stress tested and shared with the client
• Communicate with and educate clients to ensure an understanding and appreciation of Credent’s fiduciary standards and the benefits of our team and process service structure
• Participate in and support the Wealth Advisor at various firm sponsored educational and social events with leads and clients
• Work with team members in a way that is in accordance with the mission, core values, and beliefs of the company to provide client service above and beyond expectations
• Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level