Wealth Associate

Confluence Financial Partners; United States; On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k) with 3% contribution by the company

Health, vision, and dental insurance

Generous paid time off (PTO)

Continuing education opportunities

Employee assistance program

Paid holidays

Paid maternity/paternity leave

Short-Term Disability (company paid)

Long-Term Disability & Group Life Insurance

Job summary

A financial planning firm in the Greater Pittsburgh region is seeking a Wealth Associate to design wealth plans for clients and assist Wealth Managers with tax and estate analyses. The ideal candidate holds a Bachelor’s degree in finance or a related field and possesses strong organizational skills. This full-time role offers a starting salary of $60,000 and various benefits, including health insurance and a 401(k) plan.

Qualifications

• Previous internship or professional experience in finance or related field preferred.
• Professional and friendly demeanor, both in-person and on the phone.
• Goal-oriented personality, with demonstrated track record of achievement.

Responsibilities

• Utilize technology stack to fulfill client and advisor requests.
• Create client financial planning deliverables, including wealth plans and reports.
• Prepare tax analysis and estate planning reports.

Skills

Organizational skills

Client relationship management

Technical acumen

Prioritization

Education

Bachelor’s degree in finance, economics, or related field

Job description

Overview

Wealth Associates serve an essential function within the Wealth Planning department at Confluence Financial Partners. Wealth Associates offer support to the entire firm by designing wealth plans for individual clients, and preparing written recommendations for clients and advisors, based on each client’s unique situation. In addition, Wealth Associates partner with individual Wealth Managers to provide tax and estate analysis for clients when necessary. This vital role helps to ensure that the firm provides outstanding service to clients and provides a career path that can lead to wealth manager, analyst, or other careers in finance. Wealth Associates will have a background and education in Finance, with a desire to learn and grow, and contribute to the overall success of the firm. Successful candidates will be organized and thoughtful in their approach to task completion and must embrace the company core values of Do Right, Improve Everyday, Enjoy the Journey, and Be Thankful!

Responsibilities and Duties

• Successfully utilize the firm’s technology stack to fulfill client and advisor requests
• Create client financial planning deliverables, including wealth plans and reports
• Completely prepare for client meetings as necessary
• Prepare tax analysis reports and estate planning reports at the direction of the Director of Wealth Planning
• Demonstrate a commitment to professional growth and translate that growth into the day-to-day operations of the firm
• Manage day-to-day schedule and balance activities within multiple departments
• Other duties as assigned

Qualifications

• Bachelor’s degree in finance, economics, or related field
• Previous internship or professional experience in finance or related field preferred
• Professional and friendly demeanor, both in-person and on the phone
• Demonstrated ability to prioritize tasks, protect confidentiality, and multi-task with ease
• Goal-oriented personality, with demonstrated track record of achievement
• Technical acumen and the ability to learn quickly

Job Type: Full Time, Exempt

Salary: Starting at $60,000

Reports To: Director of Wealth Planning

Work Location: Greater Pittsburgh Region

Benefits

• 401(k) with 3% contribution by the company
• Health, vision, and dental insurance with a portion of the associate and dependent premiums paid by the company
• Generous paid time off (PTO) policies
• Continuing education opportunities
• Employee assistance program
• Paid holidays, aligning with stock market closures
• Paid maternity/paternity leave
• Short-Term Disability (company paid)
• Long-Term Disability & Group Life Insurance (available for purchase)

Confluence Financial Partners values diversity in its hiring process and practices. The firm does not discriminate against candidates or employees on the basis of race, gender, sexual orientation, disability, or other such status.