Demo

Investment Portfolio Manager

Confluence Financial Partners
Grove, PA Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/17/2025

About Our Company

Confluence Financial Partners is a dynamic and growing organization committed to delivering exceptional results for our clients. We are seeking a talented Wealth Manager to join our team and contribute to our mission of making a positive impact in the communities we serve.

Job Summary

The Wealth Manager will be responsible for managing client relationships, developing financial plans, and analyzing client data to identify opportunities for growth. This role requires excellent communication skills, analytical abilities, and a customer-focused approach.

Key Responsibilities:

• Foster strong relationships with clients to understand their needs and goals.

• Develop and implement tailored financial plans to meet client objectives.

• Conduct regular reviews to assess client progress and adjust plans as needed.

Requirements:

• Series 7 & Series 66 or Series 65 licenses

• Proficiency in MS Office

• Bachelor's Degree

• 5 years of experience in Wealth Management

Benefits:

• Comprehensive compensation package

• Flexible work arrangements

• Opportunities for professional growth and development

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Investment Portfolio Manager?

Sign up to receive alerts about other jobs on the Investment Portfolio Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$218,963 - $344,133
Income Estimation: 
$126,916 - $179,578
Income Estimation: 
$280,103 - $428,850
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Investment Portfolio Manager jobs in the Grove, PA area that may be a better fit.

CapEx Portfolio Manager

Vallourec Star, Youngstown, OH

CapEx Portfolio Manager

Vallourec - North America, Youngstown, OH

AI Assistant is available now!

Feel free to start your new journey!