Job Overview

Confluence Financial Partners is seeking an ambitious, dedicated, and highly motivated individual to join our team as a Wealth Manager. Wealth Managers work with clients to help them implement financial plans and manage their investment portfolios to maximize their lives and legacies. A regular workday would be characterized by client meetings, making connections with centers of influence, answering client questions, managing investment portfolios, and preparing financial plans for clients. The ideal candidate will be able to dedicate themself to the core values of our organization: Do Right, Improve Everyday, Be Thankful, and Enjoy the Journey.

Confluence is currently seeking candidates for our location in Grove City, PA.

If you are an individual that is highly motivated and interested in maximizing the lives and legacies of your clients through investment management and financial planning, you will be a great fit. Candidates for this role should be focused on client relationship management, new business development, and continual improvement in life and career.

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 our Investment Advisory Committee).
• Provide clients with financial planning services (with access to our Wealth Planning Department).
• 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 standards
• Actively strive to grow your book of business 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 365 and various business software.
• Bachelor’s Degree
• Excellent communication skills
• 5+ years in Wealth Management preferred

Reports To: Chief Executive Officer

Salary: From $100,000

Work Location: Grove City, PA

Benefits:

• Paid Time Off (PTO)
• 401(k)
• Health, Vision, & Dental Insurance
• 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 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.