What are the responsibilities and job description for the Wealth Manager position at Confluence Financial Partners?
About Confluence Financial Partners
Confluence Financial Partners believes that our firm and associates make an impact by helping clients maximize their lives and legacies. We strive to make a difference in the communities we serve via wealth management, insurance offerings, and 401(k) management.
Job Overview
We are seeking an ambitious Wealth Manager to join our team. As a Wealth Manager, you will work with clients to help them implement financial plans and manage their investment portfolios.
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
· Conduct all business in accordance with Confluence's high standard of excellence
· Actively strive to grow client base through personal business development activities, as well as, those provided by the firm
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
Reports To: Chief Executive Officer
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
Confluence Financial Partners believes that our firm and associates make an impact by helping clients maximize their lives and legacies. We strive to make a difference in the communities we serve via wealth management, insurance offerings, and 401(k) management.
Job Overview
We are seeking an ambitious Wealth Manager to join our team. As a Wealth Manager, you will work with clients to help them implement financial plans and manage their investment portfolios.
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
· Conduct all business in accordance with Confluence's high standard of excellence
· Actively strive to grow client base through personal business development activities, as well as, those provided by the firm
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
Reports To: Chief Executive Officer
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
