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Confluence Financial Partners Jobs in Connecticut

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 Connecticut?

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

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

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

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

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

Sr. Project Management Process and Reporting, DentaQuest

Hartford, CT • On-site


Sun Life Financial
10K+ employees

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

92nd of 311 rated insurance

People enjoy working here

Good employer

Paid breaks


Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Job description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.


Job Description:

The opportunity:

The Sr. Project Management Process & Reporting role supports Project Portfolio Management (PPM) activities to drive transparency, governance, and delivery excellence across the Dental portfolio. This includes developing executive reporting,optimizingPMO processes, andleveragingmodern PPM tools to improve efficiency, insight, and decision-making.

How you will contribute:

  • Develop and deliver executive-level dashboards with clear, actionable insights on portfolio health, performance, financials, and resourceutilization
  • Establish andmaintaina cadence-based reporting framework aligned to PMO governance (financial, resource, delivery metrics)
  • Lead the design and implementation of a value delivery framework across the dental portfolio, ensuring initiatives are aligned to strategic outcomes, measurable benefits, and business value realization
  • Support portfolio prioritization and investment alignment by partnering with PMO, business and technology leaders to ensure funding and resources areallocatedto the highest-value initiatives
  • Advance lean portfolio governance practices, focusing on reducing waste, accelerating decision-making, and improving flow of work across the portfolio
  • Align PMO processes and tooling to support lean portfolio management, enabling transparency, faster throughput, and continuous value delivery
  • Leverage Power BI for advanced data visualization, reporting automation, and scalable analytics solutions
  • Analyze portfolio data to provide insights and recommendations to leadership, with a focus on value realization, delivery efficiency, and risk mitigation
  • Ensure adherence to PMO governance standards, methodologies, and best practices
  • Maintain and continuously improve PMO workflows, templates, and communication frameworks
  • Provide end-user training, documentation, and ongoing support for PMO processes and tools
  • Drive continuous improvement using Waterfall and Agile methodologies, supported by tools such as: Smartsheet, Planview (PPM/Portfolio Management), Jira, Confluence
  • Increase efficiency by reducing manual reporting and automating processes and data flows across PPM and Agile tools
  • Promote adoption of standardized tools and processes to enable consistent, scalable, and value-driven delivery
  • Identifyopportunities to enhance PMO capabilities and align with evolving business and dental portfolio priorities

What you will bring with you:

Required:

  • BS/BA degree in Business, Technology, or related field (or equivalent experience)
  • 3+ years of experience in a project management or PMO environment
  • Strong experience with data analysis and visualization, preferably using Power BI
  • Hands-on experience with PPM and collaboration tools, including: Smartsheet, Planview, Jira, Confluence
  • Solid understanding of project management methodologies (Agile and/or Waterfall)
  • Strong analytical, problem-solving, and data storytelling skills
  • High attention to detail and ability to manage multiple priorities
  • Proficiencywith Microsoft Office (Excel, PowerPoint, Word, Outlook)
  • Strong communicationand stakeholder management skills

Preferred:

  • Experience integrating Power BI with Smartsheet, Planview, Jira, or Confluence for automated reporting
  • Experience with portfolio-level reporting and governance frameworks
  • PMP or related certification
  • Solid understanding of Microsoft Suite: Outlook, Excel, Word, PowerPoint

  • Ability to organize and prioritize coordination of multiple jobs/assignments.

  • Ability to establish and maintain effective relationships to gain trust and respect

  • Capable of building constructive relationships to foster collaboration and cross-functional thinking

  • Ability to communicate effectively with coworkers, technical personnel, and leadership through verbal and written means

  • Ability to work in a fast-paced, deadline-driven environment while staying focused on objectives

  • Flexible, ability to adapt to changing requirements and priorities.

  • Able to learn new concepts quickly, easily make connections among previously unrelated ideas and enjoy the challenge of unfamiliar tasks.

Salary Range: $97,400 - $146,100
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.comto request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category:

Advanced Analytics

Posting End Date:

29/09/2026


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