Associate Financial Advisor
Associate Financial Advisor
Confluence Wealth Management
Alton, IL
See who Confluence Wealth Management has hired for this role
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
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Employment type
Full-time
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