Wealth Manager — Client Growth & Financial Planning

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

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