Career Opportunities

Confluence Wealth Management, LLC, is an independent, fee-only wealth management firm located in Portland, Oregon. As a fiduciary, CWM primarily serves high net worth clients in the Pacific Northwest, but has clients across the country as well as U.S. citizens living abroad. Our value lies in the strategic planning, and successful plan execution, that allows our clients to achieve their objectives. We are distinguished in our commitment to continually improve, to better serve our clients and build upon their trust every day.

Confluence Wealth Management offers competitive base pay, plus bonus and profit sharing. In addition, our employees have access to great benefits, including paid time off, 401(k) with safe harbor contributions, medical, dental and vision insurance, Flexible Spending Account, Health Savings Account, Short-term disability and Long-term disability insurance, Life/AD&D Insurance, and educational expense reimbursement.

Confluence Wealth Management is an Equal Opportunity Employer


Career Opportunities


     Bookkeeper Role Description


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