Whether you are a seasoned veteran or someone looking to make your mark in the financial services industry, Confluence Financial Partners offers you the opportunity to build a career – or your business – with the support and resources necessary to succeed.
If you are a financial advisor looking for a place to work where clients come before products or quotas, where you are free to build your business as you see fit, with access to the resources and the support of one of the country’s premier independent financial firms, then we invite you to contact us. Our goal is to help financial advisors grow by giving them all the support and resources you need to build stronger relationships with clients, while taking care of all the administrative headaches of running a business (office space, technology, staffing, benefits, 401k, etc.).
We’re also interested in talented individuals who have the knowledge, experience and skills necessary to provide pro-active support for financial advisors, and who can also help us continue to build an outstanding client-service experience. For the right person seeking to join the financial services industry, we can provide formal training to enable you to use your administrative abilities in the specialized financial advisory environment. From an administrative role, you may also pursue other areas of career interest as you grow in knowledge and experience.
If you are interested in building a rewarding career in the financial services industry, we’re happy to talk to you about joining the team here at Confluence Financial Partners.