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Confluence Financial Partners Jobs in Raleigh, NC

Akoya

Strategy & Partnerships Manager

Raleigh, NC · On-site

$80K - $80K/yr

... partners as well as building a financial model or developing a presentation or white paper ... Use of business tools such as Confluence, Jira, Figma, and BI reporting tools (such as QuickSight ...

Akoya External

Strategy & Partnerships Manager

Raleigh, NC · On-site

$80K - $80K/yr

... partners as well as building a financial model or developing a presentation or white paper ... Use of business tools such as Confluence, Jira, Figma, and BI reporting tools (such as QuickSight ...

Apex Systems

Business Analyst- Mid Level

Raleigh, NC · On-site

The successful candidate will collaborate with business partners, project leadership, and technical ... This project follows an agile methodology, utilizing tools such as Jira, Confluence, and Orbus ...

Teklead Corp

Business Analyst III

Cary, NC · On-site

$45 - $50/hr

... technology partners to design robust solutions * Write, communicate, and refine detailed ... Expertise with JIRA, Confluence, or similar Agile management tools required * Proven ability to ...

Labcorp

IT Project Manager III

Durham, NC · Hybrid

$95K - $112K/yr

Monitor project financials and optimize spend relative to business value. * Coordinate validation ... The position partners with stakeholders, vendors, and delivery teams to drive execution discipline ...

Labcorp

IT Project Manager III

Durham, NC · On-site

$95K - $112K/yr

Monitor project financials and optimize spend relative to business value. * Coordinate validation ... The position partners with stakeholders, vendors, and delivery teams to drive execution discipline ...

eClercx

Business Analyst/Product Owner

Raleigh, NC · On-site

$145K - $165K/yr

Partner with UX teams to create wireframes, prototypes, and user workflows, iterating quickly based ... Experience within financial services, capital markets, lending, fintech, or other complex regulated ...

eClerx

Business Analyst/Product Owner

Raleigh, NC

$145K - $165K/yr

Partner with UX teams to create wireframes, prototypes, and user workflows, iterating quickly based ... Experience within financial services, capital markets, lending, fintech, or other complex regulated ...

Pennymac

Product Owner

Cary, NC · On-site

$75K - $130K/yr

Knowledge of JIRA, Confluence or similar tools required * Financial Services and, if possible ... Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across ...

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Confluence Financial Partners information

See Raleigh, NC salary details

$30.6K

$69.6K

$111.8K

How much do confluence financial partners jobs pay per year?

As of Jul 22, 2026, the average yearly pay for confluence financial partners in Raleigh, NC is $69,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $89,400.00 per year, depending on experience, location, and employer.

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 Raleigh, NC? For Confluence Financial Partners jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Confluence Financial Partners jobs in Raleigh, NC look for? The top searched job categories for Confluence Financial Partners jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Confluence Financial Partners jobs? Cities near Raleigh, NC with the most Confluence Financial Partners job openings:
Confluence Financial Partners jobs near you
Financial Technical Writer - 3 days hybrid onsite - Cary, NC

Financial Technical Writer - 3 days hybrid onsite - Cary, NC

JS Consulting

Cary, NC • On-site

Contractor

Re-posted 15 days ago

Job description

Job Title- Financial Technical Writer

Project Location – 3 days hybrid onsite – Cary, NC

Duration- 6+ months contract

Visa- USC/ GC/ GCEAD

Job Overview

Our client, a leading management consulting firm, has partnered with a top Financial Services provider to hire a Financial Technical Writer. The selected candidate will support documentation initiatives within Archiving Technology and eDiscovery Services, ensuring compliance, accuracy, and clarity across complex technical and regulatory domains.

Responsibilities
  • Develop and maintain comprehensive documentation for Archiving Technology — including technical manuals, SOPs, and process documentation.
  • Translate complex technical, legal, and regulatory information into clear, structured, and user-friendly materials.
  • Define and maintain documentation templates, style guides, and standards.
  • Collaborate with eDiscovery, Archiving Tech, and business teams to gather, validate, and organize source information.
  • Ensure all documentation is accurate, consistent, and aligned with product functionality.
  • Manage a centralized repository in Confluence, including taxonomy, metadata, and version control.
  • Facilitate stakeholder and SME reviews to ensure quality and compliance.
Required Skills & Qualifications
  • 5+ years of technical writing experience within financial services or management consulting.
  • Hands-on experience with Confluence for documentation management.
  • Strong understanding of capital markets, regulatory, or compliance processes.
  • Excellent writing, editing, and organizational skills — ability to simplify complex topics.
  • Technical aptitude to understand product behaviour and compliance requirements.
  • Bachelor’s degree in Communications, English, or related field; certification in Technical/Professional Writing preferred.