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Confluence Financial Partners Jobs in Rhode Island

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Partner with Squad Lead, Scrum Master, Developers, QA, and Architects to define, build, test, and ... Experience Requirements: * 5+ years of systems analysis experience; financial services experience ...

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 Rhode Island?

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

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

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

What cities in Rhode Island are hiring for Confluence Financial Partners jobs?

Cities in Rhode Island with the most Confluence Financial Partners job openings:

Sr Finance Manager - Reimagine the Bank/ED&A

Citizens

Johnston, RI • Hybrid

$123K - $159K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


Job description

Description

4 Day hybrid role based out of Johnston RI, Westwood MA or Medford MA.

Role is not relocation eligible. 

This position is responsible for providing financial support within the Town Management Office in Enterprise Data and Analytics. This role offers the opportunity to be a part of a small, high impact team that is forward looking and in process of redesigning processes to help better define business results through partnership with key leaders, supporting an area of strategic importance


The Sr. Finance Manager would be responsible for performing actual, forecast, and budget analysis to track and report out key financial metrics on a monthly basis to stay aligned to the budget and strategic plan for key Reimagine the Bank Initiative (RTB) initiatives.  The Sr Finance Manager position will possess the capabilities to forge strong partnerships across business lines and deliver results through collaboration with others. 

Primary responsibilities include:

  • Primary focus of role is monthly actual and forecast financial analysis for Reimagine the Bank initiatives, although role may also include cross functional vendor and sourcing responsibilities. 

  • Partner with key stakeholders to administer and improve critical financial processes 

  • Provide monthly comprehensive business analysis, decision support and financial guidance to senior managers. 

  • Develops and tracks key analytics to assess and communicate business performance to senior management. 

  • Performs ad hoc projects as assigned

Qualifications

  • Bachelor's degree in accounting, finance or related discipline is required.
  • 5+ years of work experience involving financial analysis.
  • Proficiency in Oracle E-Suite and Microsoft Office products
  • Well-rounded knowledge of banking products and terminology
  • Familiar with JIRA, confluence, and agile working methodology.
  • Passion for collaboration and working with cross-functional teams
  • Strong ability to multi-task

Skills & Competencies:

  • Ability to manage multiple work streams and competing priorities.
  • Demonstrated leadership, communication, and project management skills.
  • Experience collaborating with cross functional resources and stakeholders, influencing decisions, and managing work to achieve objectives
  • Be able to form strong relationships with business, by staying close to the business, understanding their priorities and their pain points, and partnering to help them.
  • Be able to connect business needs and requirements to support solutions to make recommendations and execute accordingly.
    Hours & Work Schedule 
    Hours per Week: 40
    Work Schedule: Mon-Fri, 8:30am - 5:00pm

Pay Transparency 

The salary range for this position is $123,000 - $159,000 per year, plus an opportunity to earn additional incentive earnings (if applicable). Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience..

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits

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Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST