1

Confluence Financial Partners Jobs in Stuart, FL

This role involves partnering with leaders responsible for Microsoft 365, Exchange, SharePoint ... Experience with Jira and Confluence is required, along with proficiency in Microsoft Office tools ...

Confluence Financial Partners information

See Stuart, FL salary details

$27.8K

$63.2K

$101.5K

How much do confluence financial partners jobs pay per year?

As of Sep 10, 2026, the average yearly pay for confluence financial partners in Stuart, FL is $63,225.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $81,200.00 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 Stuart, FL?

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

What job categories do people searching Confluence Financial Partners jobs in Stuart, FL look for?

The top searched job categories for Confluence Financial Partners jobs in Stuart, FL are:

What cities near Stuart, FL are hiring for Confluence Financial Partners jobs?

Cities near Stuart, FL with the most Confluence Financial Partners job openings:

Infographic showing various Confluence Financial Partners job openings in Stuart, FL as of September 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $63,225 per year, or $30.4 per hour.

Energy as a Service Project Manager

Palm Beach Gardens, FL • On-site

Full-time

Re-posted 14 days ago


Job description

Overview

We’re seeking an experienced Energy as a Service (EaaS) Project Manager to lead end-to-end delivery of energy optimization projects for commercial, industrial, and public-sector clients. The ideal candidate will blend project management discipline with deep understanding of energy systems (demand reduction, efficiency, onsite generation, energy storage, and utility interactions), a strong customer-facing orientation, and the ability to manage complex stakeholder ecosystems. This role drives value through scoping, design, procurement, execution, commissioning, and ongoing performance monitoring under an EaaS business model.

What is EaaS at a glance

Outcomes-based energy management where the provider funds, designs, installs, and operates energy improvements, and is paid via a shared-savings, utility bill reductions, or performance-based contract.

Typical solutions include: energy efficiency retrofits, HVAC optimization, lighting upgrades, building management systems (BMS), on-site generation (solar, CHP), energy storage, demand response, and data analytics/measurement & verification (M&V).

Responsibilities

Lead end-to-end EaaS project lifecycle: opportunity qualification, scoping, technical design, procurement, construction/installation coordination, commissioning, handover, and O&M transition.

Develop and own project plans, schedules, budgets, risk registers, and change control processes. Track milestones and ensure on-time, within-budget delivery.

Translate client energy goals into technically sound, financially viable EaaS solutions. Prepare business cases, ROI analyses, levelized cost of energy (LCOE) estimates, and value propositions.

Manage cross-functional teams (sales, engineering, procurement, construction, operations, finance) and external partners (OEMs, integrators, EPCs, utility program managers, lenders, ESCOs).

Lead stakeholder management and executive-level communications. Present project progress, risks, and value realization to clients and internal leadership.

Oversee M&V planning and implementation to verify energy savings and performance guarantees. Ensure compliance with relevant standards (e.g., IPMVP, ISO 50001) and contractual guarantees.

Drive procurement strategy, including vendor selection, RFP/RFI processes, contract negotiation, and supplier performance management.

Navigate regulatory and utility program requirements, incentives, tariffs, and interconnection processes relevant to the project.

Ensure quality, safety, and compliance across all sites, including adherence to local regulations, permits, and EH&S standards.

Optimize financing structures for EaaS contracts (capturing incentives, tax benefits, and financing options such as Opex/Capex hybrids, performance-based payments, and shared savings arrangements).

Lead risk assessment and mitigation planning (technical, financial, regulatory, schedule, and operational risks).

Foster a culture of data-driven decision-making. Leverage energy management platforms and analytics to monitor performance, detect anomalies, and drive continuous improvement.

Compile and deliver client-ready program reports and executive dashboards. Prepare post-implementation reviews and lessons learned.

Support business development by contributing to proposals, scoping texts, and client workshops.

Qualifications

Bachelor’s degree in Mechanical/Electrical Engineering, Energy Systems, Construction Management, Business, Finance, or a related field. Master’s degree or MBA is a plus.

5+ years of project management experience in energy, facilities management, utilities, or ESCO/EaaS environments. PM certification (PMP, PgMP, or equivalent) strongly preferred.

Demonstrated experience with energy efficiency projects, demand-side management, on-site generation, energy storage, and/or demand response.

Knowledge of M&V methodologies (IPMVP) and performance-based contracting.

Strong financial acumen: experience with ROI, NPV, LCOE, shared savings models, financing structures, and risk-adjusted pricing.

Familiarity with utility programs, tariffs, incentives, interconnection processes, and regulatory considerations.

Proficiency with project management and collaboration tools (e.g., MS Project, Jira/Confluence, Asana, Smartsheet) and energy analytics platforms (e.g., Energy Management Systems, SCADA, BMS, or fault detection software).

Data-driven mindset; ability to work with large datasets, KPI development, and performance dashboards.

Excellent communication, facilitation, and stakeholder management skills. Strong client-facing approach with the ability to manage expectations and negotiate with diverse parties.

Proven ability to manage complex vendor ecosystems and relationships.

Travel up to [X]% depending on project locations and client needs.

Desired skills and attributes

Familiarity with green building standards (LEED, BREEAM) and ESG reporting.

Experience with financing mechanisms for EaaS (Power Purchase Agreements, Energy Service Agreements, leases, or performance-based contracts).

Knowledge of cyber-physical security considerations for building control systems.

Change management and adoption skills to drive client engagement and operational acceptance.

Certification or hands-on experience with energy modeling (ASHRAE, eQUEST, EnergyPlus) is a plus.

Spanish or other language proficiency for multinational deployments is a plus.

Key performance indicators (KPIs)

On-time project delivery rate and adherence to planned budget

Realized energy savings versus committed savings (M&V results)

Customer satisfaction (Net Promoter Score or equivalent)

Number of successful utility incentive claims and timeliness

O&M performance and reliability metrics post-implementation

Handover quality: completeness of O&M manuals, training completion, and documentation

Portfolio-level value realization (aggregate ROI, LCOE, and payback periods)

What we offer

Competitive salary and benefits package

Bonus–based compensation tied to project outcomes and company performance

Opportunities for career progression in a growing EaaS practice

Professional development support and training in energy systems and project management

Palm Beach Gardens, FL 33418: Relocate before starting work (Required)