Senior Wealth Advisor — Client Growth & Planning

Confluence Wealth Services, Inc.; Pittsburgh (Allegheny County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Paid time Off (PTO)

401(k) with company contribution

Life & Long-Term Disability Insurance

Employee Assistance Program (EAP)

Paid holidays

Job summary

Confluence Financial Partners is seeking a Wealth Manager to join our team. You will work with clients to implement financial plans and manage investment portfolios, meeting with clients to discuss assets and investments, and coordinating with the Wealth Planning Team.

The role emphasizes client relationship management, new business development, and ongoing professional growth as part of our core values. Pittsburgh area branches are the work location.

Qualifications

• Licenses required: Series 7 & Series 66 or Series 65.
• Familiarity with MS Office.
• 5+ years in Wealth Management as a financial advisor preferred.

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.

Job description

Confluence Financial Partners is seeking a Wealth Manager to join our team. You will work with clients to implement financial plans and manage investment portfolios, meeting with clients to discuss assets and investments, and coordinating with the Wealth Planning Team.

The role emphasizes client relationship management, new business development, and ongoing professional growth as part of our core values. Pittsburgh area branches are the work location.