Company Description

Welcome to Confluent Asset Management, a distinguished Registered Investment Adviser located in Scottsdale, AZ. We are dedicated to elevating the financial landscapes for institutional and individual investors alike. Our core offerings encompass a comprehensive suite of services, including customized financial planning, wealth planning, asset management, and risk management. At Confluent, we pride ourselves on providing white glove, fee-only services with unwavering transparency and integrity. Our investment solutions are meticulously tailored to meet the unique needs of each client.

Our founding principle is rooted in the 3Ps: People, Process, and Performance. We believe that a team of exceptional professionals can build a robust process to deliver consistent, outstanding performance for our clients.

Role Description

This is a full-time hybrid role as a Private Wealth Advisor at Confluent Asset Management. In this capacity, you will be responsible for delivering comprehensive wealth and asset management services to individual investors. Your daily responsibilities will include advanced financial planning, strategic business relationship management, estate planning, investment management, and leveraging your expertise as a certified financial planner. While the role is based in Scottsdale, AZ, we offer flexibility for some remote work.

We seek candidates with an entrepreneurial mindset who thrive in a dynamic, small-company environment. You must be a proactive go-getter, eager to grow with the firm and committed to delivering exceptional results. Strong sales acumen and the ability to develop and maintain client relationships are essential for success in this role.

Qualifications

• Advanced Expertise: Demonstrated proficiency in financial planning, estate planning, and investment management.

• Strategic Relationship Management: Proven experience in managing and nurturing business relationships.

• Certification: Certified Financial Planner (CFP) certification preferred but not required. Series 65, 66, 7, and others are preferred. We are willing to sponsor for the licenses.

• Investment Knowledge: Deep understanding of investments and financial markets.

• Communication Skills: Exceptional communication and interpersonal abilities.

• Analytical Ability: Capability to analyze complex financial information and provide strategic advice.

• Detail Orientation: Highly organized and detail-oriented approach to tasks.

• Educational Background: Bachelor’s degree in Finance, Business, Economics, or a related field; Master’s degree in Finance or a related field is a plus.

• Entrepreneurial Mindset: Must have a proactive, entrepreneurial attitude and thrive in a small company environment.

• Growth Orientation: Willingness to grow with the firm and contribute to its success.

• Sales Excellence: Strong sales skills and the ability to deliver outstanding results.

What We Offer:

• Professional Growth: An engaging and intellectually stimulating environment for individuals looking to advance in the investment advisory field.

• Dynamic Team: Work alongside a team of exceptional professionals dedicated to excellence.

• Comprehensive Support: A robust infrastructure that supports your efforts to deliver personalized financial strategies.

• Client-Focused: An unwavering commitment to transparency, integrity, and client-centric service.

Join Confluent Asset Management and become part of a team dedicated to crafting personalized financial strategies and achieving exceptional growth. If you are passionate about making a difference, driven by success, and eager to build long-lasting client relationships, we want to hear from you.