Confluence Financial Partners is currently seeking experienced Wealth Managers in our Pittsburgh and Naples markets. This individual can work from any of our four locations: North Hills, Downtown Pittsburgh, South Hills, or our new Naples office. Confluence Financial Partners operates from four offices – three in the Pittsburgh region and one in Naples, Florida. We are proud to serve 2,000+ families and have greater than $2.25 billion of assets under management. We are a growing firm that is ready to provide you the support to take the next step in your career.

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.

Experience: Bachelor's degree (B.A.) from four-year College or University preferred, and a minimum of four (4) years working experience.
Type: Full Time

Email About This Job

Responsibilities

  • Lead the client relationship process for your dedicated set of clients.
  • Manage the investment accounts of your clients (with access to our Investment Committee).
  • Provide clients with financial planning services (with access to our Wealth Planning Department).
  • Actively strive to grow your book of business through personal business development activities and those provided by the firm.

Qualifications

  • Bachelor’s Degree required; Finance, accounting, economics, or related field preferred.
  • Licenses required: Series 7 & Series 66 or Series 65.
  • 5+ years of experience as a lead financial advisor.
  • Experience bringing in new business.
  • Existing book of business.
  • Familiarity with MS Office 365 and various business software.
Email About This Job

Recent Posts

Market Update

https://youtu.be/bZlieB3WU_A   Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments, Bill Winkeler give you an update on the current market and share insights on how to navigate these times.
Read More

Inflation: A Way Forward

Inflation: A Way Forward by Bill Winkeler, CFA, CFP®, Director of Investments After a long hiatus, inflation has made quite a comeback in everyday lives of consumers around the world. Generally defined as the increase in the prices of goods and services in an economy, inflation had been below historical averages most of the past decade, with the backdrop of a longer-term decline since peaking in the early 1980’s. The COVID-19 pandemic was the catalyst for a revival, initially due…
Read More

Confluence Commentary

5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families, and institutions for the personal, unbiased, and tailored advice to their unique financial situation. They have a fiduciary duty to act in your best interest while providing comprehensive financial services to meet your goals. What is an RIA: A Registered Investment Advisor is a firm registered with the Securities and Exchange Commission (SEC) that provides clients…
Read More