Wealth Manager

Confluence Wealth Services, Inc.; Florida; On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) with company contribution

Life & Long-Term Disability Insurance

Employee Assistance Program (EAP)

Job summary

Confluence Financial Partners in Naples, FL is seeking a Wealth Manager to help clients implement financial plans and manage investment portfolios. You will lead the client relationship process for a dedicated set of clients and work with the Investment Advisory Committee and Wealth Planning Team.

The ideal candidate has 5+ years in wealth management, holds Series 7 and Series 66 or Series 65, and is proficient with MS Office.

Qualifications

• Licenses: Series 7 and Series 66 or Series 65.
• 5+ years in wealth management as a financial advisor preferred.
• MS Office proficiency is expected.

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

Skills

MS Office Applications

Education

Series 7 & Series 66 or Series 65

Job description

At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses. We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401(k) management for businesses.

Job Overview

Confluence Financial Partners is seeking an ambitious, dedicated, and highly motivated Wealth Manager to join our team. Wealth Managers work with clients to help them implement financial plans and manage their investment portfolios. There is no such thing as a regular work day in this role, but typical duties would include:

• Meeting with clients and prospects to discuss their assets and investments
• Preparing and implementing financial plans for clients
• Managing investment portfolios
• Making connections with centers of influence

The ideal candidate will be dedicated to the Core Values of our organization: Do Right, Improve Everyday, Be Thankful, and Enjoy the Journey.

Serious candidates should be focused on client relationship management, new business development, and continual improvement in life and career.

Job Type

Full-Time

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

Qualifications

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

Reports To

Chief Executive Officer

Work Location

Naples, FL

Benefits

• 401(k) with company contribution
• Life & Long-Term Disability Insurance (available for purchase)
• Employee Assistance Program (EAP)

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