Associate Financial Advisor

Company Description

Confluence Wealth Management is an independent, advisor-owned branch of Raymond James Financial Services. We specialize in in-depth financial planning, retirement planning, and investment management for a select group of families, business owners, and executives.

Role Description

This is a full-time, on-site role as an Associate Financial Advisor at Confluence Wealth Management located in Alton, IL. The Associate Advisor position is a licensed position that has responsibilities over client engagement, investment analysis and trading, and strategy implementation. The Associate Advisor will spend a large percentage of their time in client meetings to support Senior and Lead Advisors. They will also be responsible for client follow-up, note-taking and delegation through our Client Relationship Management (CRM) System.  

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field
• Strong understanding of financial concepts and investment strategies
• Excellent analytical and problem-solving skills
• Great interpersonal and communication skills
• Quick to learn new concepts and tools
• Strong attention to detail and accuracy
• Relevant licenses (Series 7, 66) are a plus
• Prior experience in a financial advisory or investment role is a plus

Compensation and Benefits

• Salary range of $60,000-$70,000
• Bonus dependent on individual and firm performance
• Health, Dental and Vision Coverage
• 6% dollar for dollar 401k Match
• Paid time off and sick leave