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Company Description
Welcome to Confluent Asset Management, a distinguished Registered Investment Adviser located in Scottsdale, AZ. We are dedicated to elevating the financial landscapes for institutional and individual investors alike. Our core offerings encompass a comprehensive suite of services, including customized financial planning, wealth planning, asset management, and risk management. At Confluent, we pride ourselves on providing white glove, fee-only services with unwavering transparency and integrity. Our investment solutions are meticulously tailored to meet the unique needs of each client.
Our founding principle is rooted in the 3Ps: People, Process, and Performance. We believe that a team of exceptional professionals can build a robust process to deliver consistent, outstanding performance for our clients.
Role Description
This is a full-time hybrid role as a Private Wealth Advisor at Confluent Asset Management. In this capacity, you will be responsible for delivering comprehensive wealth and asset management services to individual investors. Your daily responsibilities will include advanced financial planning, strategic business relationship management, estate planning, investment management, and leveraging your expertise as a certified financial planner. While the role is based in Scottsdale, AZ, we offer flexibility for some remote work.
We seek candidates with an entrepreneurial mindset who thrive in a dynamic, small-company environment. You must be a proactive go-getter, eager to grow with the firm and committed to delivering exceptional results. Strong sales acumen and the ability to develop and maintain client relationships are essential for success in this role.
Qualifications
What We Offer:
Join Confluent Asset Management and become part of a team dedicated to crafting personalized financial strategies and achieving exceptional growth. If you are passionate about making a difference, driven by success, and eager to build long-lasting client relationships, we want to hear from you.
Full Time
$77k-102k (estimate)
06/10/2024
07/04/2024
The job skills required for Private Wealth Advisor include Planning, Investment Management, Financial Planning, Communication Skills, Client Relationship, Relationship Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Wealth Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Wealth Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Wealth Advisor positions, which can be used as a reference in future career path planning. As a Private Wealth Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Wealth Advisor. You can explore the career advancement for a Private Wealth Advisor below and select your interested title to get hiring information.