Wealth Manager & Client Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Credent Wealth Management is seeking a Wealth Manager to act as the primary client contact within the Wealth Management Client Experience Team. You will deliver financial planning, estate and tax guidance, and risk management for assigned clients with a fiduciary duty to act in their best interests.
The role collaborates with a Wealth Advisor, Financial Planner, and support staff to build comprehensive plans and ensure ongoing client satisfaction. In-office duties and travel are required.
This posting is for the Wealth Manager & Client Experience Lead role at Credent Wealth Management, based in BLOOMINGTON, MN, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Manager & Client Experience Lead role in the description above.
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