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Confluence Financial Partners information

What are 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 Ohio? For Confluence Financial Partners jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Confluence Financial Partners jobs in Ohio look for? The top searched job categories for Confluence Financial Partners jobs in Ohio are:
What cities in Ohio are hiring for Confluence Financial Partners jobs? Cities in Ohio with the most Confluence Financial Partners job openings:
Confluence Financial Partners jobs near you

Analytics Solutions Analyst

JP Morgan Chase

Columbus, OH • On-site

Full-time

Medical, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 492 frontline employees who took The Breakroom Quiz

70th of 170 rated banks

Job description

The Firmwide Financial Analysis team is dedicated to ensuring the accuracy, integrity, and timeliness of line of business segment results for both actuals and forecast. The Financial Analysis team supports multiple data products used by key stakeholders such as Planning & Analysis, Treasury, Controllers and Business Management.
 

As an Analytics Solutions Analyst in the Firmwide Financial Analysis team, you will play a key role in release and event management support for the firmwide planning and analysis data products and end users, with a primary focus on planning, coordinating, communicating, and documenting release/event activity across multiple technology teams and Product Owners. The role serves as a central point to unify release and event execution across all lines of business, supporting the ecosystems for the multiple finance applications. Partner globally to coordinate well-governed deployments, clear stakeholder communications, and disciplined control evidence.

Job Responsibilities

  • Own release execution for pre-production and production deployments across F3, AWS products, and Anaplan, including release cadence/scheduling and coordination of ad hoc Anaplan releases.
  • Define and maintain release/event governance by documenting processes, standards, documentation, metrics and tools that support the end-to-end lifecycle of release requests.
  • Coordinate release scope and dependencies by partnering with Technology teams and Product Owners to identify impacted components, resolve scheduling conflicts, and drive deployment readiness.
  • Manage escalations and risk mitigation by coordinating approvals, raising issues, and engaging senior management as needed to enable timely decisions.
  • Lead stakeholder communications for releases/events, serving as a single point of communication and maintaining a monthly calendar of releases, events, and publishing dates.
  • Triage end-user issues by translating user-reported problems into clear action items for Technology partners and Product Owners to support troubleshooting, prioritization, and resolution.

  • Coordinate testing and control evidence by aligning day-of smoke testing resources and maintaining Confluence/tracking mechanisms to evidence sign-offs and manage RAID items.

Required qualifications, capabilities, and skills

  • Bachelor's degree in Finance, Accounting, Project Management or related field.
  • Hands-on familiarity with Jira and Confluence for workflow tracking, documentation, and coordination.
  • High attention to detail and comfortable working in configuration-based / low-code environments (e.g., release tagging, UI/config changes).
  • Experience using data analysis to support operational decision-making, with a strong interest in technology.
  • Proven stakeholder management skills; ability to build partnerships, multitask, and operate effectively in a fast-moving environment.
  • Excellent written and verbal communication skills, including drafting polished updates for broad stakeholder distribution (large user populations).
  • Confident communicator, comfortable interacting with senior management.
  • Team-oriented, collaborative, and flexible; demonstrates ownership and follow-through.
  • Demonstrated learning agility and adaptability to rapidly evolving platforms and deployments (including AWS-based environments).
  • Experience in release management, change/risk management, financial reporting, analytics/dashboarding, Firmwide P&A/forecasting, and/or Agile delivery

Preferred qualifications, capabilities and skills

  • Hands-on familiarity with ServiceNow 
  • Experience with Finance and/or technology terminology
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

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