Confluence Financial Partners is currently seeking an experienced Wealth Manager in our Pittsburgh market. This individual can work from any of our three Pittsburgh locations: North Hills, Downtown Pittsburgh, or South Hills. 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

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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.
  • Familiarity with MS Office 365 and various business software.
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