Wealth Manager: Client & Planning
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Credent Wealth Management in Bloomington, MN is seeking a Wealth Manager to serve existing clients with fiduciary guidance in financial planning, estate, risk, and tax management. You will develop comprehensive plans and coordinate with Wealth Advisor and other team members.
The role emphasizes building long-term relationships, regular client reviews, and adherence to Credent’s standards. Requires CFP, Series 65, and 5+ years in financial planning; in-office, Monday–Friday with travel.
For the Wealth Manager:
Client Experience & Planning position at Credent Wealth Management, we are reviewing applications now.
We are seeking a motivated Wealth Manager:
Client Experience & Planning to join Credent Wealth Management in BLOOMINGTON, MN, United States.
Consider building your career as a Wealth Manager:
Client Experience & Planning at Credent Wealth Management.
The Wealth Manager:
Client Experience & Planning position in the Finance, Sales field is open for applications.
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