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Confluence Financial Partners Jobs in Alabama (NOW HIRING)

$59K - $80K/yr

Support solution validation, testing, go-live readiness, and adoption, partnering with change ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

New

Own and maintain the product roadmap across the full product portfolio in partnership with ... Figma, Miro, Confluence, or Notion * Cloud platform experience with AWS or Azure (GovCloud a plus)

This role partners with teams across digital solutions, security, compliance, legal, finance ... Experience with tools such as JIRA, Confluence, Visio, ServiceNow, or similar platforms.

Own and maintain the product roadmap across the full product portfolio in partnership with ... Figma, Miro, Confluence, or Notion * Cloud platform experience with AWS or Azure (GovCloud a plus)

Confluence Financial Partners information

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 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 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 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.

What are popular job titles related to Confluence Financial Partners jobs in Alabama?

For Confluence Financial Partners jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Confluence Financial Partners jobs in Alabama look for?

The top searched job categories for Confluence Financial Partners jobs in Alabama are:

What cities in Alabama are hiring for Confluence Financial Partners jobs?

Cities in Alabama with the most Confluence Financial Partners job openings:

Project Manager III- Capital Markets

PNC Financial Services Group

Birmingham, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 345 frontline employees who took The Breakroom Quiz

91st of 171 rated banks


Job description

Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].
Job Profile
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Project Manager III within PNC's Technology organization, you will be based in Pittsburgh, PA, Cleveland, OH, Dallas, TX or Birmingham, AL.
The Project Manager III is responsible for leading and delivering medium to large-scale projects with varying levels of complexity across the C&IB Capital Markets organization. This role serves as a key liaison between stakeholders, project teams, and leadership to ensure projects are completed on time, within scope, and within budget. The Project Manager III will manage multiple concurrent projects, drive process improvements, and provide mentorship and guidance to junior project managers.
Key Responsibilities:
• Lead the planning, execution, monitoring, and successful delivery of multiple projects simultaneously, typically managing 2-3 projects depending on size, scope, and complexity.
• Partner with business stakeholders, leadership teams, and cross-functional departments to define project objectives, requirements, timelines, and deliverables.
• Develop and maintain detailed project plans, schedules, budgets, risk assessments, and communication plans.
• Facilitate project governance activities, including status reporting, issue resolution, risk mitigation, and executive updates.
• Apply Agile project management principles and methodologies to support successful project execution and continuous improvement.
• Coordinate and manage project resources to ensure alignment with business priorities and project goals.
• Monitor project performance, identify potential roadblocks, and implement corrective actions as needed.
• Drive accountability among project team members and stakeholders to meet project milestones and deliverables.
• Support organizational project management best practices, standards, and processes.
• Mentor and provide guidance to Junior Project Managers and less experienced team members, fostering professional growth and project management excellence.
Key Skills and Experience:
• Demonstrated experience managing multiple projects simultaneously with varying complexity.
• Strong understanding of project management methodologies, tools, and best practices.
• Experience working in Agile environments and supporting Agile delivery teams.
• Excellent organizational, problem-solving, and decision-making skills.
• Strong verbal and written communication skills with the ability to engage stakeholders at all levels of the organization.
• Proven ability to manage competing priorities and meet deadlines in a fast-paced environment.
• Project Management Professional (PMP) certification preferred but not required.
• Experience with project management and collaboration tools (Jira, • Confluence, Clarizen, etc.)
• Experience mentoring or coaching junior project managers and project team members. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description
  • Manages the most complex projects from original concept through final implementation and post-project assessment. Accountable for meeting project objectives within established timeframes. May be assigned a single project or a portfolio, requiring extensive planning, oversight, and communication across multiple segments, channels, or lines of business. Typically, project size may be greater than $2.5m.
  • Develops strategy, processes, resource allocation, budget, guidelines and support of project management team.
  • Partners with internal project liaisons to acquire resources, assigns tasks, directs activities, and controls project execution. Coaches and mentors project team members.
  • Tracks and reports progress, analyzes the results based on facts, defines the products of the project, and forecasts future trends in the project. Proactively manages changes in project scope, identifies potential crises, devises contingency plans and recommends improvements based on results.
  • Maintains communications for governing bodies and interested parties. Communicates project expectations to team members and stakeholders in a timely and clear fashion.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsAccountability, Analytical Thinking, Budgeting, Budget Management, Leading Project Teams, Meeting Organization, Project Implementations, Project Management, Project Risk and Issue Management, Project Scope Development, Stakeholder Engagement, Strategic Objectives, Strategic Planning CompetenciesAccuracy and Attention to Detail, Analytical Thinking, Consulting, Effective Communications, IT Standards, Procedures & Policies, Organizational Leadership, Problem Solving, Project Administration, Project Management Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Pay Transparency Base Salary: $75,000.00 – $150,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 08/04/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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