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Confluence Financial Partners Jobs in Washington

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

RIVA Solutions Inc.

Program Manager

Reston, VA · On-site

$126 - $154/hr

... partner contractors. * Facilitate status meetings, sprint and release reviews, milestone ... Prepare monthly reports covering activities, deliverables, budgets, financial status, workloads ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

System One

Business Analyst

Mclean, VA · Remote

Support an Agile team delivering capabilities for an enterprise financial software system and web ... Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the ...

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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 Washington?

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

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

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

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

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

Confluence Financial Partners jobs near you
Infographic showing various Confluence Financial Partners job openings in Washington as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, and 18% Remote job distribution.

Business Analyst

System One

Mclean, VA • Remote

Contractor

Medical, Dental, Vision, Life, Retirement

Re-posted 12 days ago

Job description

Job Title: Business Analyst Location: McLean, VA Type: Long-term contract Work Model: Remote Hours: 40.0 Security Clearance: Ability to obtain and maintain a Federal Public Trust clearance Contact: Crystal.dinnocenti@systemone.com RESPONSIBILITIES

  • Support an Agile team delivering capabilities for an enterprise financial software system and web application.
  • Translate business and system needs into clear requirements, user stories, and documentation while collaborating with stakeholders, product owners, designers, architects, developers, and delivery teams.
  • Analyze business systems, user needs, and operational processes to develop clear requirements, user stories, use cases, process flows, and supporting documentation.
  • Facilitate stakeholder discussions to clarify scope, confirm priorities, and translate requirements into actionable work for development teams.
  • Support backlog refinement, sprint planning, estimation, and prioritization in partnership with the Product Owner and Scrum Master.
  • Create and maintain documentation, including functional specifications, data flows, test scenarios, requirements traceability, wireframes, mockups, and status materials.
  • Present requirements, product features, metrics, and project updates to technical and non-technical audiences.
  • Coordinate with program, project, architecture, technical, and delivery teams to support Agile execution across a large program.
REQUIREMENTS
  • Ability to obtain and maintain a federal Public Trust clearance.
  • Minimum of two (4) or more years of Business Analyst experience supporting Agile software development or technology implementation projects.
  • Bachelor’s degree, or four (4) additional years of relevant experience in lieu of a degree.
  • Strong understanding of the Agile software development lifecycle and project management practices.
  • Ability to communicate technical concepts clearly to non-technical audiences.
  • Strong communication, facilitation, interpersonal, and leadership skills.
  • Ability to manage competing priorities while balancing strategic objectives with detailed requirements.
  • Experience using Jira and Confluence to support Agile delivery, backlog management, and documentation.
  • Proficiency with Microsoft Excel, PowerPoint, and Visio or a comparable diagramming tool.

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M1 #LI-CD1

Ref: #851-Rockville-S1

System One logo

About System One

Sourced by ZipRecruiter

System One helps employers get work done more efficiently and economically without compromising quality. Over our 35+ year history, we've helped connect thousands of talented people with innovative companies. The excitement of a perfect fit motivates us every single day.

Industry

Business consulting services and recruiting and staffing services

Company size

5,001 - 10,000 Employees

Headquarters location

Pittsburgh, PA, US

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