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WEALTH MANAGER - WILL BE ASSIGNED 100 HNW CLIENTS

Adherence to the Wealth Management core process, while providing proactive and reactive service within the Credent experience for client care. Regularly meets with assigned clients to foster and build long term, trusting relations...

CompanyCredent Wealth Management
AddressMinneapolis, MN
CategoryInformation Technology
Salary$120,000 - $160,000 a year
Job typeFull-time
Date Posted 2 months ago See detail

Wealth Manager - will be assigned 100 HNW Clients

Credent Wealth Management

Minneapolis, MN

$120,000 - $160,000 a year

Adherence to the Wealth Management core process, while providing proactive and reactive service within the Credent experience for client care. Regularly meets with assigned clients to foster and build long term, trusting relations...