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Confluence Financial Partners Jobs in California

LPL Financial

Sr. Product Analyst - WalkMe

San Diego, CA · Remote

$80K - $134K/yr

... Financial proprietary platforms. This role partners closely with product, design, service, and ... Experience working with Jira, Confluence, and Smartsheet. * Basic HTML, CSS, and/or JavaScript ...

Ezurio group

Program Manager II - Engineering

Irvine, CA · On-site

$90 - $120/hr

Partner with department heads to manage shared resources across multiple concurrent programs ... Expert-level proficiency in Atlassian tools - Jira, Confluence, and BigPicture (or equivalent ...

Solomon Page

Technical Program Manager

San Francisco, CA · On-site

$151K - $196K/yr

This role will partner with engineering teams, executive stakeholders, and technology vendors to ... Manage project financials, including budget tracking, forecasting, resource planning, and AOP ...

Supernal

Communications Manager

Irvine, CA · On-site

... the CTO, CFO, and Board of Managers for internal deployments and thought leadership. * Partner ... Experience with Atlassian Confluence, and LinkedIn preferred * Excellent organizational skills and ...

WELLSPACE HEALTH

VP of Health Informatics

Sacramento, CA · On-site

$190K - $268K/yr

As the region's largest Community Health System, WellSpace utilizes a Confluence Model to integrate ... Working in close partnership with clinical, operational, financial, quality, compliance, human ...

Wellspace Health

VP of Health Informatics

Sacramento, CA · On-site

$190 - $269/hr

As the region's largest Community Health System, WellSpace utilizes a Confluence Model to integrate ... Working in close partnership with clinical, operational, financial, quality, compliance, human ...

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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 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.

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

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

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

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

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

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

Confluence Financial Partners jobs near you

Sr. Product Analyst - WalkMe

LPL Financial

San Diego, CA • Remote

$80K - $134K/yr

Full-time

Medical, Retirement, PTO

Posted 25 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The WalkMe Builder is responsible for designing, implementing, and optimizing WalkMe solutions that enhance user engagement and adoption of LPL Financial proprietary platforms. This role partners closely with product, design, service, and business stakeholders to develop digital adoption solutions that improve user experiences and support platform utilization. The position requires a strong understanding of WalkMe capabilities, front-end technologies, user behavior analytics, and software development practices to deliver effective and scalable solutions.

Responsibilities:

  • Develop and implement WalkMe solutions that improve user engagement and drive adoption of proprietary platforms.

  • Create and configure in-app guidance, automation, and adoption features to support users through complex processes and workflows.

  • Analyze user behavior data and platform insights to identify adoption challenges and optimization opportunities.

  • Troubleshoot and resolve issues related to WalkMe deployments and integrations.

  • Collaborate with product management, UX/UI design, service support, and other stakeholders to define and deliver digital adoption solutions.

  • Ensure timely delivery of WalkMe initiatives in alignment with project objectives and timelines.

  • Conduct testing and quality assurance activities to validate functionality, usability, and performance of WalkMe implementations.

  • Maintain and enhance existing WalkMe content to promote consistency and improve the user experience.

  • Document solutions, configurations, test results, and implementation processes.

  • Support continuous improvement efforts through analysis, reporting, and solution optimization.

What Are We Looking For?

We are seeking professionals who are motivated topursue greatness,act with integrity, aredriven to help our clients succeed, consistentlywin together, and activelycreate and share joywhile contributing to innovative technology solutions in a collaborative environment.

Requirements:

  • 4+ years of experience building and implementing WalkMe solutions.

  • Experience working in a deadline-driven software development environment.

  • Experience in JavaScript, HTML, and CSS.

  • Experience with front-end development frameworks and libraries such as jQuery or Angular.

  • Knowledge of RESTful APIs and integration techniques.

Core Competencies:

  • Ability to conduct thorough testing to validate functionality, usability, and performance of implemented solutions.

  • Commitment to maintaining consistency and high-quality standards across deliverables.

  • Strong debugging and troubleshooting skills, including documenting test cases, results, and identified issues.

  • Ability to analyze data and translate insights into actionable recommendations.

  • Exceptional communication and collaboration skills.

Preferences:

  • Familiarity with Agile or Scrum methodologies.

  • WalkMe certifications.

  • Experience working with Jira, Confluence, and Smartsheet.

  • Basic HTML, CSS, and/or JavaScript experience highly preferred.

  • jQuery experience highly preferred.

  • Located in the Pacific or Mountain time zones to support extended West Coast coverage through at least 4:00 PM PT.


Pay Range:

$80,752.00 - $134,518.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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