What are the responsibilities and job description for the Client Relationship Specialist position at Confluence Financial Partners?
About Our Culture
At Confluence Financial Partners, we value diversity, inclusion, and teamwork. Our collaborative environment fosters innovation, creativity, and a commitment to excellence. We are seeking a skilled Wealth Manager to join our team and contribute to our shared vision of delivering exceptional results for our clients.
Job Description
The successful Wealth Manager will be responsible for managing client relationships, developing financial plans, and analyzing client data to identify opportunities for growth. This role requires strong communication skills, analytical abilities, and a customer-focused approach.
Key Responsibilities:
• Develop and implement comprehensive financial plans for clients.
• Conduct regular reviews to assess client progress and adjust plans as needed.
• Collaborate with internal teams to ensure seamless delivery of services.
Requirements:
• Series 7 & Series 66 or Series 65 licenses
• MS Office proficiency
• Bachelor's Degree
• 5 years of experience in Wealth Management
Benefits:
• Competitive compensation package
• Comprehensive benefits program
• Opportunities for professional growth and development
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