About Confluence Financial Partners. At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses. We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401...
Job Overview. The Practice Operations Coordinator in our Naples location plays a vital role in ensuring the success of our advisors that work out of that location. Reporting to the Chief People Officer, the role is designed to be a hybrid of three different key needs to help the company grow in this location. . General Office Clerical Work. The Coordinator will facilitate the day-to-day functioning of the Confluence location in Naples, ensuring t...
