What are the responsibilities and job description for the Financial Services Manager position at Confluence Financial Partners?
Job Description
The Wealth Manager will work closely with clients to implement financial plans and manage their investment portfolios. This role requires a high level of dedication, motivation, and excellent communication skills.
Responsibilities include:
- Answering client questions and providing exceptional customer service
- Meeting with clients and prospects to discuss their assets and investments
- Preparing and implementing financial plans for clients
- Managing investment portfolios and making recommendations to clients
- Maintaining accurate client contact records within the firm's CRM
