What are the responsibilities and job description for the Capital Markets Associate position at Confluence Financial Partners?
Qualifications
To be considered for this role, candidates must possess a minimum of two years of experience in wealth management or a related field. A progress toward the CFP or CFA designation is preferred. The ideal candidate will have:
- Strong technical skills and knowledge of financial markets.
- Excellent communication and interpersonal abilities.
- A keen eye for operational efficiencies and attention to detail.
Benefits
- Health, Vision, & Dental Insurance
- Employee Assistance Program (EAP)
- Paid Time Off (PTO)
- 401(k) Plan
- Maternity/Paternity Leave
- Short-Term Disability Insurance
- Life and Long-Term Disability Insurance (available for purchase)
Client Associate
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Canonsburg, PA
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