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.
#J-18808-LjbffrWealth Manager - Client Planning & Growth in fl at Unknown Company
This position is listed as full time and onsite.