What are the responsibilities and job description for the Investment Portfolio Specialist position at Confluence Financial Partners?
Key Responsibilities
As a Wealth Manager, you will be responsible for leading the client relationship process, managing investment accounts, and providing financial planning services to clients. You will also be required to conduct annual reviews and regular client contacts, maintain accurate client contact records, and strive to grow your client base through personal business development activities.
Qualifications include:
- 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
