Wealth Manager

Confluence Wealth Services, Inc.; Grove City (Mercer County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

PTO

401(k) with company contribution

Life & Long-Term Disability Insurance

Employee Assistance Program (EAP)

Paid holidays

Job summary

Confluence Financial Partners in Grove City, PA seeks an ambitious Wealth Manager to lead the client relationship process for a dedicated set of clients, manage investment accounts with access to our Investment Advisory Committee, and provide comprehensive financial planning services with support from the Wealth Planning Team.

This full-time, exempt role reports to the Chief Executive Officer and offers benefits including PTO, a 401(k) with company contribution, life and long-term disability

Qualifications

• Licenses: Series 7 and Series 66 or Series 65.
• Proficient with MS Office.
• 5+ years of wealth management experience 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, as well as, those provided by the firm

Skills

Client relationship management

New business development

Financial planning

Investment portfolio management

Communication skills

Networking

Education

Series 7 & 66 or Series 65 licensing

Tools

MS Office

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 in Western Pennsylvania and beyond. 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.

If this position sounds like something that would ignite your passion and make you excited to come to work every day, you might be a great fit. Serious candidates should be focused on client relationship management, new business development, and continual improvement in life and career.

Job Type: Full-Time, Exempt

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

5+ years in Wealth Management as a financial advisor preferred

Reports To: Chief Executive Officer

Work Location: Grove City, PA

Paid time Off (PTO)

401(k) with company contribution

Life & Long-Term Disability Insurance (available for purchase)

Employee Assistance Program (EAP)

Paid holidays, aligning with stock market closures

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.