Careers at Confluence.
Every Wealth Manager, Certified Financial Planner, Client Service Associate, and team member at Confluence Financial Partners plays a vital role in helping us deliver our best to our clients, communities, and colleagues. We are committed to continuous success and growth, and we value the unique contributions each individual brings to our firm. Whether providing strategic financial guidance or day-to-day support, our team works together to create a positive, collaborative environment where fulfilling careers and meaningful impact go hand in hand.
Learn How Confluence Supports Advisors and Their Clients.
Discover Confluence through our advisors’ eyes in Stories from Our Team. See how we use resources and a client-focused approach to create growth and independence. Uncover what it’s like to be at a firm that truly understands and supports your goals.
Our Core Values
Following our core values to help fuel success.
At Confluence, we want everyone who touches our firm to thrive. To help us achieve that objective, we have structured our culture around four core values.
Do Right
- We prioritize doing the right thing, not only for our team but for those we serve, striving to ensure that every decision and action reflects our commitment to ethical, client-centered service.
Improve Every Day
- We believe in continuous growth, embracing opportunities to learn and improve, knowing that our best days are ahead as we become ever better equipped to serve those we work with.
Enjoy The Journey
- We believe in finding joy in our work and relationships, cultivating a positive, collaborative environment where the journey is as meaningful as the destination.
Be Grateful
- We recognize and appreciate the trust placed in us and the opportunity to make a meaningful impact, fueling our commitment to deliver value to our clients.
Best Places
to Work
Pittsburgh Business Times
2019 – 2025
Fastest 50 Growing Companies
Pittsburgh Business Times
2021, 2022, 2025
Largest Investment Services Firm
Pittsburgh Business Times
2018 – 2025
Largest Money Managers
Pittsburgh Business Times
2021 – 2025
Forbes Top
RIA Firm
Forbes
2023 – 2025
Advisors & RIAs to Watch
Advisor Hub
2025
50 Fastest Growing RIAs
Financial Advisors Magazine
2025
Top RIAs
Financial Advisor Magazine
2025
Third Party Ranking Disclosures
CFP has been named as one of the Best Places to Work by the Pittsburgh Business Times 2019-2025. The nomination was based on voluntary annual employee surveys conducted by Quantum Workplace. Pittsburgh Business Times requires a submission fee for consideration. No compensation has been provided for this rating.
CFP was nominated as one of the Fastest Growing Companies in Pittsburgh by the Pittsburgh Business Times in 2021, 2022, and 2025. Privately held Pittsburgh companies were ranked by percentage of growth in revenue over the most recent three years. Companies must have had at least $2 million in revenue to qualify. No compensation has been provided for this rating.
CFP has been named one of the Largest Investment Firms in Pittsburgh by the Pittsburgh Business Times in 2018-2025. This list is ranked by local registered reps. No compensation has been provided for this rating.
CFP has been named one of the Largest Money Managers in Pittsburgh by the Pittsburgh Business Times in 2021-2025. This list is ranked by discretionary assets under management. No compensation has been provided for this rating.
CFP has been named a Forbes Top RIA Firms 2023 – 2025. SHOOK Research is independent from Forbes and does not receive compensation from the advisors, firms, media, or any other source in exchange for placement on a ranking. The annual ranking algorithm reviews data weighted to ensure the priorities are given dynamics such as ‘best practices’, business models, business activity, etc. Each variable is graded and represents a certain value for each measured component. No compensation has been provided for this rating.
CFP has been named one of the Advisors and RIAs to Watch by Advisor Hub in 2025. Ranking is based on a combination of scale, growth, and professionalism, considering factors like assets, revenue, client growth, regulatory record, and community involvement. No compensation has been provided for this rating.
CFP has been named one of the 50 Fastest Growing RIAs. List is based on reported AUM data from participating firms, and ranks them based on year-over-year growth in assets. No compensation has been provided for this rating.
CFP has been named one of the Top RIAs by Financial Advisor Magazine in 2025. List is based on total assets under management at the end of the year, year-over-year growth in assets, growth in assets per client, and other firm characteristics that reflect the quality and performance of the advisor. No compensation has been provided for this rating.
*Rankings do not guarantee future performance or client satisfaction.