Credent Wealth Management

Portfolio Manager

Bachelor's in finance/economics; CFA; 5+ years in investment research or asset management; strong client-facing and communication skills.

Client Service Associate-Wealth Management

Client Service Associate

1+ year experience in Finance, Banking, Tax, or Accounting; strong client service and communication skills; knowledge of account types; Series 65 license required within 30-60 days of hire.

Client Care Coordinator

1+ year in client-facing, phone customer relations or administrative role; strong communication; proficient in Microsoft Office and CRM; high school diploma required; associate or bachelor's preferred.

Marketing Operations Manager

5+ years marketing experience in financial services; Bachelor's degree in Marketing, Communications, or related field; strong project management, digital marketing, analytics, and compliance knowledge; experience in retail and B2B marketing.

Platform Operations Analyst

1+ year in account management/financial analysis; Bachelor's in Finance/Economics/Accounting; Series 65 within 30-45 days; strong MS Office; experience with Bloomberg/Morningstar/FactSet; capital markets knowledge.

Relationship & Client Support Manager

5+ years in managing client support or related professionals; Bachelor's degree preferred; Series 65 preferred; strong process, communication, and leadership skills.

Partner Integration Relationship Manager

3+ years in dynamic, project-based relationship building; strong communication; travel; CRM and office software proficiency.

Accountant I

Accountant

Bachelor's Degree in Accounting or Business; 0-3 years experience; GAAP knowledge; proficient in MS Office; strong communication and analytical skills; experience with accounting software.

Business Intelligence Data Architect

Design, develop, and optimize cloud data warehouse environments; build data models, ETL/ELT pipelines, and API integrations; ensure data quality and governance.

HR Generalist I

HR Generalist

Bachelor's degree in HR or related field; 0-3 years HR experience; strong communication; knowledge of employment laws.

Talent Acquisition Specialist II

3-5 years of full-cycle recruiting experience; wealth management/financial services experience preferred but not required; bachelor's degree preferred.

Business Systems Administrator

Administer, configure, and support Salesforce FSC and Orion; manage users, data, workflows; monitor performance; ensure security; coordinate with IT and business units.

Service Desk Analyst

Provide technical support for IT hardware/software, respond to requests, configure accounts, troubleshoot, and maintain assets; 0-3 years experience; Bachelor's in CS/IT preferred.

Marketing Operations Specialist

1-3 years related experience; Bachelor's in Marketing, Business, or related field; strong project management and MS Office skills.

Wealth Manager

5+ years in financial planning/wealth management; Series 65; CFP required; CPA/JD preferred; Bachelor’s degree or equivalent.

Credent Employment Application

Employment Application

Open application; no specific qualifications listed.

Partner Integration Associate

High School Diploma; excellent communication; business-to-business sales experience preferred; ability to thrive in a routine-driven environment.

5+ years in Financial Planning/Wealth Management; CFP required; Series 65; CPA or JD preferred; financial planning and investment software proficiency.

Title	Location	Date
Portfolio Manager Full Time · 5+ YOE Plano, Texas, United States · Onsite	Plano, Texas, United States Onsite	Apr 27, 2026
Client Service Associate-Wealth Management Full Time · 1+ YOE Plano, Texas, United States · Onsite	Plano, Texas, United States Onsite	Apr 27, 2026
Client Care Coordinator Full Time · 1+ YOE Portage, Michigan, United States · Onsite	Portage, Michigan, United States Onsite	Mar 24, 2026
Marketing Operations Manager Full Time · 5+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 17, 2026
Platform Operations Analyst Full Time · 1+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 6, 2026
Relationship & Client Support Manager Full Time · 5+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 6, 2026
Partner Integration Relationship Manager Full Time · 3+ YOE Auburn, Indiana, United States · Hybrid	Auburn, Indiana, United States Hybrid	Mar 6, 2026
Accountant I Full Time · 0+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 6, 2026
Business Intelligence Data Architect Full Time · 2+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 6, 2026
HR Generalist I Full Time · 0+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 6, 2026
Talent Acquisition Specialist II Full Time · 3+ YOE Plano, Texas, United States · Onsite	Plano, Texas, United States Onsite	Mar 6, 2026
Business Systems Administrator Full Time · 0+ YOE Auburn, Indiana, United States · Hybrid	Auburn, Indiana, United States Hybrid	Mar 6, 2026
Service Desk Analyst Full Time · 0+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 6, 2026
Marketing Operations Specialist Full Time · 1+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 6, 2026
Wealth Manager Full Time · 5+ YOE Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 4, 2026
Credent Employment Application Full Time, Contract, Internship, Temporary, Part Time, Seasonal, Volunteer, Temporary Auburn, Indiana, United States · Onsite	Auburn, Indiana, United States Onsite	Mar 3, 2026
Partner Integration Associate Part Time · $35K/yr Auburn or Plano · Onsite	Auburn or Plano Onsite	Mar 2, 2026
Wealth Manager Full Time · 5+ YOE Bloomington, Minnesota, United States · Onsite	Bloomington, Minnesota, United States Onsite	Dec 10, 2025

Activities	Wealth managementFinancial planningInvestment managementRetirement planningTax strategies
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Credent Wealth Management
Employees	115
Type	Private
Parent Company	Credent Holdings
Subsidiaries	Advisor Solutions
Tagline	Provides integrated wealth management and financial planning services.
Founded	2,018
Website	credentwealth.com
Latest Funding Round	Debt Financing
Latest Funding Year	2,024
Latest Funding Amount	50,000,000
Latest Investors	Crestline Investors

Credent Wealth Management

About Credent Wealth Management