What are the responsibilities and job description for the Financial Advisor Leader position at Confluence Financial Partners?
About Confluence Financial Partners
We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401(k) management for businesses. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond.
Job Overview
Confluence Financial Partners is seeking a dedicated and highly motivated Wealth Manager to lead client relationships and manage investment portfolios. The ideal candidate will be focused on client relationship management, new business development, and continual improvement in life and career.
Key Responsibilities:
• Lead the client relationship process for your dedicated set of clients.
• Manage the investment accounts of your clients with access to the firm's Investment Advisory Committee.
• Provide clients with financial planning services with access to the firm's Wealth Planning Team.
• Conduct annual reviews and regular client contacts as required by the firm.
• Maintain accurate client contact records within the firm's CRM.
Qualifications:
• Licenses Required: Series 7 & Series 66 or Series 65
• Familiarity with MS Office
• Bachelor's Degree
• Outstanding communication skills
• 5 years in Wealth Management as a financial advisor preferred
Benefits:
• Paid time Off (PTO)
• 401(k) with company contribution
• Health, Dental, & Vision Insurance
• Life & Long-Term Disability Insurance (available for purchase)
• Employee Assistance Program (EAP)
• Paid holidays aligning with stock market closures
