What are the responsibilities and job description for the Investment Portfolio Manager position at Confluence Financial Partners?
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
