Wealth Manager - Client Planning & Growth
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
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.
We would love to welcome a new Wealth Manager
- Client Planning & Growth to our team in FL, United States.
Join Confluence Wealth Services, Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Manager
- Client Planning & Growth role at Confluence Wealth Services, Inc., based in FL, United States.
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