Financial Planner CFP w/ path to Wealth Manager Role

*Company Overview:* At Credent Wealth Management our proven process to working with clients is the result of years of expertise to provide each client with exceptional service and a comfortable and productive experience.
Meticulous attention to detail and high-touch service distinguishes Credent Wealth Management among firms offering financial management services.
Our mission is to guide clients throughout life’s most important financial events with service and expertise above and beyond client expectations.
We believe that financial freedom changes lives; that all people benefit from setting financial goals, developing a written plan, and working with a partner to achieve those goals.
In fact, all our services tie directly to one of our eight core beliefs.
*Role Description:* As part of the Wealth Management Client Experience Team, the Financial Planner is an integral role to clients and in business activities as they are one of three licensed professionals connected to clients of the firm who have an excess of $500,000 on platform.
The Financial Planner supports the Wealth Advisor by attending educational events and building deep relationships with each client to deliver a Raving Fan experience.
The Financial Planner also works closely with the Wealth Manager as the primary support.
This includes building and maintaining comprehensive financial plans presented by the Wealth Manager, coordination, and oversight of planning implementation directly with the client and serving as the client’s main point of contact for ongoing services which are performed by our Client Support Team.
Although the Financial Planner does not perform the ongoing services, they are the sole point of contact between the client and the firm regarding these services.
This professional team, including the Financial Planner, has regular client interaction, proactive outbound calls, and active participation in Goal Review and Risk Audit meetings.
The primary measurement of success for this role is solving all proactive and reactive transactional client requests quickly and accurately with a high level of communication.
This position also has a clean career track path to a Wealth Manager position which is eligible for partnership.
*Job Responsibilities:* Adherence to the Wealth Management core process, while providing proactive and reactive service for clients within the Credent Experience.
Meets with assigned clients to foster and build long-term, trusting relationships through the Credent Experience.
Assist the Wealth Manager in the Risk Audit gap analysis for clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxes.
Assist the Wealth Manager in the Goal Review Meeting by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchases, and miscellaneous planning needs.
These plans are then stress tested and shared with the client.
Serve as the client’s main point of contact for all questions regarding the online Credent Portal, ongoing services, and implementation of planning recommendations.
Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation.
Participate in and support the Wealth Advisor at various firm-sponsored educational and social events with leads and clients.
Through deep relational knowledge, execute Raving Fan initiatives each week in cooperation with team members.
Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations.
Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies.
*Knowledge, Skills, and Abilities:* CFP Certification required Ability and interest in working through a career track with the desire to earn a future promotion to a Wealth Manager and partner of the Firm Progressive analytical knowledge, client service, and interpersonal skills.
Excellent verbal, written, and presentation communication skills.
General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.
).
Adaptable, detail-orientated, and creative problem-solving.
Ability to multitask, learn, and think beyond the current process.
Proficient in Microsoft Office suite.
Knowledge of different business and finance software.
Job Type: Full-time Pay: $75,000.
00 - $110,000.
00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Health savings account * Life insurance * Paid time off * Professional development assistance * Retirement plan * Vision insurance Physical setting: * Office Schedule: * 8 hour shift * Monday to Friday Ability to commute/relocate: * Portage, MI 49024: Reliably commute or planning to relocate before starting work (Required) Application Question(s): * Please acknowledge that you are aware this is an in-office position.
* This role is in-office.
Are you willing to be full time in office? Education: * Bachelor's (Required) Experience: * Financial planning: 3 years (Required) Work Location: In person