Join the Team

When you join the Confluence team, you become part of something bigger than yourself. You become part of our mission to raise the standard for the financial services industry. You also gain access to the resources and support you need to achieve your full potential.

The Confluence Culture

The same qualities that make Confluence a special place for our clients make our firm an exceptional place to build a career: our growth mindset, passion, and relentless commitment to improvement.

It’s about you.

We encourage and support every team member in living an integrated and fulfilling life through personal development, community involvement, and aiming for excellence in all that they do.

It’s About Continual Improvement.

We’re passionate about helping one another become the best possible version of ourselves, both professionally and personally. We believe that personal development pays dividends across every facet of life.

It’s about Results.

You’ll have everything you need to set and achieve ambitious goals for your clients and yourself. As a results-driven firm, we’re serious about making progress and helping you achieve your definition of success.

Join our Team

Career Opportunities

Explore current career opportunities and join our growing team.

WHy Confluence

Discover a culture of excellence

If you truly want to make a difference in people’s lives — starting with your own — we invite you to consider joining our team. Watch this short video to learn more.

Our Core Values

Do Right

Our firm is built on trust. We regard honesty and integrity as essential qualities and empower our team to do the right thing above all else.

improve Everyday

Happiness is the belief that our best days lie ahead. Our team is passionate about learning, innovating, and helping each other get better at all we do.

enjoy the Journey

We love coming to work each day to collaborate with talented, like-minded professionals on improving our clients’ lives.

Be thankful

A pervasive spirit of gratitude shows our appreciation for others, shapes our attitude toward adversity, and helps us thrive in a competitive environment.

Ask an Advisor

We’re here to help. You can use this form to get timely answers from a financial advisor — or give us a call to get the guidance you need.

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