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Confluence Financial Partners Jobs in Boston, MA

Confluence Technologies

Senior Data Engineer

Boston, MA · Hybrid

$115K - $156K/yr

At Confluence, we've always been driven by a commitment to innovation, precision, and partnership ... Experience working with financial or regulated data environments * Familiarity with orchestration ...

Confluence Technologies

AI Solutions Architect

Boston, MA · Hybrid

$68.50 - $90.25/hr

At Confluence, we've always been driven by a commitment to innovation, precision, and partnership ... This is a rare opportunity to help define how AI is used across a global financial technology ...

Vestmark, Inc.

Associate Product Manager

Boston, MA · Hybrid

... financial solutions. You will also take on product owner responsibilities for a workstream ... Confluence, keeping status, risks, and blockers visible to cross-functional partners. Internal ...

Vestmark, Inc.

Associate Product Manager

Boston, MA · Hybrid

... financial solutions. You will also take on product owner responsibilities for a workstream ... Confluence, keeping status, risks, and blockers visible to cross-functional partners. Internal ...

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Confluence Financial Partners information

See Boston, MA salary details

$34.2K

$77.8K

$124.9K

How much do confluence financial partners jobs pay per year?

As of Sep 2, 2026, the average yearly pay for confluence financial partners in Boston, MA is $77,815.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $99,900.00 per year, depending on experience, location, and employer.

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 Boston, MA?

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

What job categories do people searching Confluence Financial Partners jobs in Boston, MA look for?

The top searched job categories for Confluence Financial Partners jobs in Boston, MA are:

What cities near Boston, MA are hiring for Confluence Financial Partners jobs?

Cities near Boston, MA with the most Confluence Financial Partners job openings:

Confluence Financial Partners jobs near you

Senior Data Engineer

Confluence Technologies

Boston, MA • Hybrid

$115K - $156K/yr

Full-time

Re-posted 25 days ago

Job description

Location - Pittsburgh, Boston, Toronto or Montreal (Remote north East US considered)
 
Why Confluence? 

At Confluence, we've always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
We're looking for a Senior Data Engineer to help design and deliver scalable data solutions that power decision-making across the organization. In this role, you'll take ownership of key components of the data platform, working hands-on with modern tools and technologies to build reliable, high-quality data pipelines.
You'll collaborate with teams across the business, contribute to architectural decisions, and support the growth of other engineers through mentorship and knowledge sharing. This is a developer-focused role, with a strong emphasis on solving complex data challenges through clean, maintainable code.
Why Join Us?
  • Work on meaningful data challenges that have real business impact
  • Collaborate with a supportive and knowledgeable team
  • Opportunity to influence architecture and engineering standards
  • Grow your leadership skills through mentoring and project ownership
If applying in the US we will only consider applications from those who have permanent residency as a US citizen or a Green Card holder.
Applicants must be within a commutable distance (within 2 hours or 80 miles) of one of the listed offices. 
Essential Experience
  • Solid Python experience in a data engineering environment
  • Advanced SQL skills and hands-on experience with Snowflake
  • Experience designing and running production-grade ETL pipelines at scale
  • Exposure to cloud platforms such as AWS, Azure, or GCP
  • Ability to take ownership of work end-to-end, from design through to deployment and monitoring
Nice to Have
  • Experience working with financial or regulated data environments
  • Familiarity with orchestration tools such as Airflow or AWS Step Functions
  • Exposure to streaming or near real-time data pipelines
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:
Generous Time Off packages including additional half days with each public holiday in your location.
  Global Career Development opportunities
Social Events 
Referral Bonus scheme - Upto $3,000 per successful referral
  Plus many more!
 
More about the Location
We offer flexible working options for all employees.
 #LI-Hybrid
 
Values
We look for people who align with our 4 values. 
 
Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others

If you would like to find out more about a Career at Confluence, please apply today.
If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com.
Pre-Employment Screening Disclaimer
As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening.
Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.

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