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Wealth Management

Wealth Advisor: Lead Portfolios, Elevate Client Relationships

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Confluence Financial Partners
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A financial services firm in Naples, FL, is seeking a dedicated Wealth Manager to lead client relationships and manage investment portfolios. The ideal candidate has Series 7 and Series 66 or 65 licenses, along with 5+ years of experience in wealth management. You will be responsible for conducting client reviews, maintaining records, and developing the client base. The role offers a full-time position with competitive benefits including a 401(k) plan.
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