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 – 2026
Fastest 50 Growing Companies
Pittsburgh Business Times
2021-2022, 2025-2026
Largest Investment Services Firms
Pittsburgh Business Times
2018 – 2026
Largest
Money
Managers
Pittsburgh Business Times
2021 – 2026
C-Suite
Awards
Pittsburgh Business Times
2026
Private Companies
Pittsburgh Business Times
2026
Family-Owned Companies
Pittsburgh Business Times
2026
50 Growers
Across America
Citywire
2026
Advisors & RIAs to Watch
Advisor Hub
2025
50 Fastest Growing RIAs
Financial Advisor Magazine
2025
America’s Top
RIAs
Financial Advisor Magazine
2025 – 2026
Top RIA Firms
Barron’s
2026
Third Party Ranking Disclosures
CFP was named to the Pittsburgh Business Times’ Best Places to Work list for the years indicated. Recognition 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 named to the Pittsburgh Business Times’ list of Fastest Growing Companies in Pittsburgh for the years indicated. Privately held Pittsburgh companies were ranked by percentage of revenue growth 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 was named to the Pittsburgh Business Times’ list of Largest Investment Firms in Pittsburgh for the years indicated. Firms were ranked by the number of local registered representatives. No compensation has been provided for this rating.
CFP was named to the Pittsburgh Business Times’ list of Largest Money Managers in Pittsburgh for the years indicated. Firms were ranked by discretionary assets under management. No compensation has been provided for this rating.
Greg Weimer was named a Pittsburgh Business Times C-Suite Awards honoree for the years indicated. Honorees are selected annually through an independent editorial review based on their merits, achievements, and contributions to their organizations and the local community. Commercial interests with the Pittsburgh Business Times are not considered in the selection process. No compensation has been provided for this recognition.
CFP was named to the Pittsburgh Business Times’ list of Largest Pittsburgh-Area Private Companies for the years indicated. Companies were ranked by prior-year revenue. Information used in the ranking was obtained through Pittsburgh Business Times research and/or supplied by individual companies. No compensation has been provided for this ranking.
CFP was named to the Pittsburgh Business Times’ list of Pittsburgh-Area Family-Owned Companies for the years indicated. Companies were ranked by local employment. Information used in the ranking was obtained through Pittsburgh Business Times research and/or supplied by individual companies. No compensation has been provided for this ranking.
CFP was named to Citywire’s 50 Growers Across America list for the years indicated. Firms were evaluated based on percentage growth in assets under management (AUM), dollar growth in AUM, and percentage growth in employees. The number of advisers considered for the recognition is unknown. This recognition is not indicative of future investment performance or client experience. CFP is not affiliated with Citywire, and no compensation has been provided for this recognition.
CFP was named to AdvisorHub’s Advisors and RIAs to Watch list for the years indicated. Rankings were based on a combination of scale, growth, and professionalism, considering factors such as assets, revenue, client growth, regulatory record, and community involvement. No compensation has been provided for this rating.
CFP was named to the 50 Fastest Growing RIAs list for the years indicated. Firms were ranked by year-over-year growth in assets under management (AUM), based on data reported by participating firms. No compensation has been provided for this rating.
CFP was named to Financial Advisor Magazine’s Top RIAs list for the years indicated. Rankings were based on total assets under management at year-end, year-over-year asset growth, growth in assets per client, and other firm characteristics. No compensation has been provided for this rating.
CFP was named to Barron’s Top 100 RIA Firms list for the years indicated. Rankings were based on data provided by participating firms and considered factors including assets under management, revenue, and quality of practice. No compensation has been provided for this ranking.
*Rankings do not guarantee future performance or client satisfaction.