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Confluence Financial Partners Jobs in Raleigh, NC

Specializing in Healthcare, Entertainment, Automobile and Financial Services, we work with Fortune ... Gathers business requirements that effect technology systems, and engage with technology partners ...

In this role, you will act as a trusted partner, ensuring seamless coordination across strategy ... financial oversight, including expense management, invoice processing, budget tracking, and ...

Specializing in Healthcare, Entertainment, Automobile and Financial Services, we work with Fortune ... Gathers business requirements that effect technology systems, and engage with technology partners ...

In this role, you will act as a trusted partner, ensuring seamless coordination across strategy ... financial oversight, including expense management, invoice processing, budget tracking, and ...

Business Analyst III

Cary, NC · On-site

$45 - $50/hr

Expertise with JIRA, Confluence, or similar Agile management tools required * Proven ability to ... Solid Financial Services and mortgage industry experience strongly preferred * Strong business ...

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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 24, 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:
Senior Production Analyst

Contractor

Posted 2 days ago


Job description

Company Description

iSpace is a global services company focused on outsourcing, consulting and staffing. Over the last decade, we have helped numerous corporations and institutions reach their business objectives and IT goals.

iSpace services are centered in three areas - IT Outsourcing, IT Staff Augmentation, and Business Process Outsourcing. Our team of seasoned professionals based in the United States and India focus on providing results, driving innovation and affecting outcomes. Our clients have come to rely on our expertise, our commitment to quality, customer service and our innovative approach to problem solving to help create sustainable value for their customers and shareholders.

Specializing in Healthcare, Entertainment, Automobile and Financial Services, we work with Fortune 1000 companies throughout the United States. Our commitment to customer satisfaction is reflected in the fact that over 90% of our client base have remained with us for over 5 years.

Job Description

Title: Senior Production Analyst
Location: Cary, NC
Duration: 5 Months Contract (Potential to go PERM eventually)
Responsibilities:
Seeking a Senior Product/Systems Analyst to coordinate and lead organizational analysis efforts, identify current capabilities, offer opportunities for improvement and drive measurement, prioritization and implementation of identified opportunities. As the Senior Product Analyst, you will work closely with Product Owners on strategy, how to best deliver product roadmaps and deliver cutting edge technology solutions that improve the mortgage loan process for our customers.
The Senior Product/Systems Analyst will:

  • Leads organizational analysis efforts to identify current capabilities, opportunities for improvement and drives measurement, prioritization and implementation of identified opportunities
  • Interact and coordinate with system developers and business subject matter experts on application changes, development, and deployment
  • Gathers business requirements that effect technology systems, and engage with technology partners to develop solution through technology change process
  • Writes, communicates and vets requirements and user stories with business leaders using different approaches such as use cases, activity diagrams, sequence diagrams and state charts, data dictionaries, class or entity relationship diagrams to ensure complete understanding by business leaders/executives while working with an Agile framework
  • Identifies and manages stakeholders and teams of people across functional areas to implement a project by understanding key stakeholders authority and influence as it pertains to business process
  • Works effectively inside a Scrum or Kanban team
  • Comfortable documenting acceptance criteria
  • Conduct and participate in Scrum ceremonies and retrospectives
  • Create and maintain system and user documentation
  • Coordinate and conduct testing and user training
  • Provide regular verbal and written reports to management
  • Create workflow diagrams and technical documentation
  • Collaborates with Tech Leads and UAT to define when user stories are done
  • Manages stakeholders and teams of people across functional areas to implement a project
  • Coordinates risk assessment and uses risk assessment output to help mitigate risks to project
  • Participates and leads backlog grooming sessions for ongoing roadmap planning
  • Assists the Product Owner in strategy on how best to deliver product roadmap
  • Plan, develop, oversee, execute and certify changes by establishing rigorous test plan through design and implementation phases and tracking test results to ensure changes are complete and accurate to finalized requirements
  • Perform other related duties as required and assigned
  • Demonstrate behaviors which are aligned with the organization's desired culture and values


Qualifications:

  • 4 Year college degree (Bachelor) or equivalent work experience
  • 7+ years of Agile experience
  • Excellent interpersonal, verbal and written communication skills
  • Excellent organizational skills
  • Strong teamwork mentality, including mentorship of junior analysts
  • Highly proficient in the G-Suite (Docs, Sheets, Slides, etc)
  • Data analysis experience a plus
  • Knowledge of BI Tools a plus
  • Knowledge of JIRA, Confluence or similar tools required
  • Must be a team player with strong attention to detail, with the ability to work independently
  • Must be able to work across multiple projects at one time, and collaborate with other teams to ensure deliverables are done on time
Additional Information

All your information will be kept confidential according to EEO guidelines.