Wealth Manager, Client & Planning
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-07-18
Listing for:
CX Institutional LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CX Institutional, LLC d/b/a Credent Wealth Management in Bloomington, MN seeks a Wealth Manager to serve as the primary relationship catalyst for assigned clients, delivering financial planning guidance, risk assessment, and tax considerations while coordinating with the Wealth Advisor and the broader team.
This role emphasizes fiduciary client service, requires a CFP and Series 65, 5+ years in wealth management or financial planning, a Monday–Friday schedule with some evenings and occasional
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