Wealth Advisor: Client-Centric Financial Planning
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Credent Wealth seeks a Financial Advisor to drive business development, enhance client experience, and manage relationships for households from $250,000 up to $1 million. You will work with a Wealth Advisor, Client Service Associate, and Client Care Coordinator to deliver tailored wealth management solutions.
As a fiduciary, you will build long-term relationships, attract new households through referrals, events, and outreach, and support ongoing Portfolio and Goal Reviews to help clients reach
We have an opening for a Wealth Advisor:
Client-Centric Financial Planning in Plano, TX, United States within Finance, Sales.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisor:
Client-Centric Financial Planning role in the description above.
We appreciate your interest in this position.
Join Credent Wealth and contribute to our ongoing work.
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