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Confluence Financial Partners Jobs in Delaware (NOW HIRING)

Veterans Sourcing Group

UAT Tester (SQL)

Wilmington, DE · On-site

$40 - $45/hr

A global financial services company is seeking a UAT Tester for their office in Wilmington, DE ... Partnering and collaborating with stakeholders for clarifying queries and sharing the testing ...

3B Staffing LLC

Business Analyst

Wilmington, DE · On-site

Partner with QA/SDET teams to ensure requirements are fully validated through automated and manual ... Proficiency in JIRA, Confluence, SQL, Visio, Power BI, and Agile documentation tools. * Exposure to ...

3B Staffing LLC

Business Analyst

Wilmington, DE · On-site

Partner with QA/SDET teams to ensure requirements are fully validated through automated and manual ... Proficiency in JIRA, Confluence, SQL, Visio, Power BI, and Agile documentation tools. * Exposure to ...

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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.

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

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

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

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

Confluence Financial Partners jobs near you
Infographic showing various Confluence Financial Partners job openings in Delaware as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution.

Senior Associate, Consumer & Community Banking Finance Data Ecosystem

JPMorganChase

Wilmington, DE • On-site

Full-time

Re-posted yesterday

Job description

Job Summary:
JPMorganChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Senior Associate within the Consumer & Community Banking Finance Data Ecosystem team, you will drive end-to-end governance, delivery execution, and stakeholder alignment in a high-impact product organization.
Responsibilities:
• Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies.
• Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements.
• Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources.
• Schedule and run recurring delivery ceremonies and stakeholder meetings; publish crisp notes, actions, owners, and due dates.
• Establish consistent routines and artifacts for tracking progress, decisions, and outcomes (e.g., scorecards, dashboards, operating trackers).
• Gather inputs across teams and convert them into clear, concise materials for Finance senior leadership: status, risks, decisions needed, and narrative on business value. Provide executive-level status reporting, tailored to audience and forum, ensuring transparency and accountability.
• Coordinate with core delivery partners (Technology, Decision Science, Design, Product, and control partners) to unblock work, align timelines, and ensure readiness for releases.
• Facilitate collaboration and communication across cross-functional stakeholders, helping teams move quickly while staying within governance and risk expectations.
Qualifications:
Required:
• 3+ years of experience or equivalent expertise in product management or a relevant domain area.
• Demonstrated performance in either product management or relevant domain area.
• Experience executing operational management and change readiness activities.
• Experience in product deployment processes.
• Strong command of Agile delivery fundamentals and tools; especially Jira (and ideally Confluence/SharePoint).
Preferred:
• Developed knowledge of the product development life cycle.
• Exposure to Databricks, modern BI technologies (ThoughtSpot, Tableau, Sigma) and transformation technologies like Alteryx.
• Exposure to AI/ML product delivery or technology governance (even if not hands-on model building).
Company:
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. Founded in 2000, the company is headquartered in New York, USA, with a team of 10001+ employees. The company is currently Late Stage.

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