Wealth Manager - Client Planning & Growth

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

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.