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.


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.

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