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Confluence Financial Partners Jobs (NOW HIRING)

Confluence Health

Mammographer

Wenatchee, WA · On-site

$552K/yr

... Confluence Health, an independent healthcare system in north central Washington. Become a partner ... Financial assistance for adoptions * Personal umbrella insurance (premium reimbursement) * Generous ...

Confluence Health

Anesthesiologist

Wenatchee, WA · On-site

$700K/yr

... Confluence Health, an independent healthcare system in north central Washington. Become a partner ... Financial assistance for adoptions * Personal umbrella insurance (premium reimbursement) * Generous ...

NOAO

Program Financial Analyst

Tucson, AZ · On-site

The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s ... Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA)

NOAO

Program Financial Analyst

Washington, DC · On-site

The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s ... Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA)

NSF's NOIRLab

Program Financial Analyst

Tucson, AZ · On-site

$85K - $108K/yr

The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s ... Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA)

Confluence Health

Mammographer

Wenatchee, WA

... Confluence Health, an independent healthcare system in north central Washington. Become a partner ... Financial assistance for adoptions * Personal umbrella insurance (premium reimbursement) * Generous ...

Teaching with Telescopes

$85 - $108/hr

The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s ... Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA)

New

AURA

Program Financial Analyst

Tucson, AZ · On-site

$85K - $108K/yr

The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s ... Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA)

Confluence Health

Anesthesiologist

Wenatchee, WA · On-site

$431K/yr

... Confluence Health, an independent healthcare system in north central Washington. Become a partner ... Financial assistance for adoptions * Personal umbrella insurance (premium reimbursement) * Generous ...

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Confluence Financial Partners information

See salary details

$31.5K

$71.6K

$115K

How much do confluence financial partners jobs pay per year?

As of Sep 4, 2026, the average yearly pay for confluence financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is Confluence Financial Partners?

Confluence Financial Partners is a financial advisory firm that provides comprehensive wealth management, financial planning, and investment services to individuals, families, and businesses. The firm’s advisors help clients create personalized strategies to achieve their financial goals, manage assets, and plan for retirement. By offering tailored advice and ongoing support, Confluence Financial Partners aims to guide clients through every stage of their financial journey.

What does a typical week look like for a financial advisor at Confluence Financial Partners?

A typical week for a financial advisor at Confluence Financial Partners involves a mix of client meetings, portfolio reviews, and strategic planning. Advisors spend significant time building and maintaining client relationships, preparing personalized financial plans, and staying updated on market trends. Collaboration with team members, including analysts and administrative staff, is common to ensure comprehensive service delivery. The work environment encourages continuous learning and professional development, with opportunities to attend industry seminars and pursue certifications.

What are the key skills and qualifications needed to thrive as a financial advisor at Confluence Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and relevant certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and investment research tools is typically required. Excellent interpersonal communication, trust-building, and active listening skills set top advisors apart in client relationships. These skills are essential for providing sound financial advice, building long-term client trust, and achieving client financial goals.

What is the difference between Confluence Financial Partners vs Financial Advisor?

AspectConfluence Financial PartnersFinancial Advisor
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, offices, client meetings
Industry UsageFinancial planning and wealth managementFinancial planning, investment advice, wealth management

Confluence Financial Partners and Financial Advisors often share similar certifications and work environments, focusing on client financial planning and wealth management. The main difference is that Confluence Financial Partners is a firm name, while Financial Advisor refers to the professional role. Both serve similar client needs within the financial industry.

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What cities are hiring for Confluence Financial Partners jobs?

Cities with the most Confluence Financial Partners job openings:

What states have the most Confluence Financial Partners jobs?

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Confluence Financial Partners jobs near you
Infographic showing various Confluence Financial Partners job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Client Service Associate

Confluence Financial Partners

Canonsburg, PA • On-site

$55K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Client Service Associate-Job Description

 

About Confluence Financial Partners

At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401(k) management for businesses.


Job Overview

The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling meetings and contacting clients with information regarding their investment accounts.


The successful candidate will embrace the Core Values of Confluence Financial Partners: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful.


If you’re ready to advance your career on a team that’s dedicated to growing and improving on a daily basis, then a position with Confluence might be a great fit for you!

 

Responsibilities and Duties

  • Function as an assistant to the advisor(s) assigned by the firm
  • Assist clients with requests related to account and money management
  • Contact clients via electronic means, written correspondence, or telephone
  • Update, maintain and/or access client accounts, transactions or documents
  • Ensure all necessary paperwork has been received by client and provide explanation on proper completion of documents.
  • Arrange internal pre-meetings, and client meetings for advisors
  • Prepare reports or materials
  • Maintain client and firm records
  • Other duties as assigned

 

Qualifications

  • Bachelor’s degree required
  • Prior experience in a financial institution preferred
  • Proficient in Microsoft Office Suite programs, especially Excel
  • Proven track record analyzing data and interpreting results
  • Demonstrated understanding of financial markets and trends is a plus
  • Exemplary track record of customer service


Job Type: Full-time


Reports To: Chief Operating Officer


Pay: From $55,000.00 per year


Benefits:

  • 401(k)
  • 401(k) matching
  • Medical, Vision, Dental Insurance
  • Employee assistance program
  • Paid time off
  • Gas card savings program
  • Paid training/tuition assistance available

 

Schedule:

  • Monday to Friday, 8:30am-5:00pm


Education:

  • Bachelor’s Degree (Required)


Work Location: Greater Pittsburgh Region

Apply