Financial Planner Jobs in Connecticut
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Search Results - Financial Planner Jobs in Connecticut
Sentinel Asset Management, LLC.-Wallingford (CT)
Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales.
• Series 65 (preferred)
• Life & Health Insurance License (preferred)
• Advanced...
Executive Alliance-Wallingford (CT)
Manufacturers Representatives & Distributors) to identify new opportunities and future programs
/n
• Support Business Development financial planning budget & forecast based on customer’s existing /future programs projections
/n
• Generate and distribute sales...
GemHarvest Executive Recruiting-Norwalk (CT)
management and financial advisory services to high net worth and ultra high net worth families, with meaningful planning depth around estate, tax, investment, and multigenerational wealth needs.
What You’ll Do
• Work closely with lead advisors to support...
Jobot-Norwalk (CT)
and individuals. With a relationship-driven approach, the firm goes beyond traditional compliance to deliver proactive tax planning, strategic advisory services, and personalized solutions that help clients achieve their business and financial goals.
The team...
Newman's Own, Inc.-Westport (CT)
Financial Planning & Analysis (FP&A) is responsible for the execution backbone of the company’s FP&A function. This role owns the analytical engine that enables effective decision making by delivering accurate forecasts, detailed financial models, timely...
Jobot-Norwalk (CT)
to proactive tax planning and client advisory work, helping clients identify opportunities and make informed financial decisions throughout the year. Grow Your Client Relationships: Work directly with clients and collaborate with Partners and other experienced...
1 similar job: Hialeah
Abacus Group, LLC-Norwalk (CT)
Our client is an investment manager. They seek a Manager of Financial Planning to join their Rowayton, CT office.
Responsibilities
• Oversee trader compensation data and maintain accurate compensation records and reporting
• Calculate monthly...
Intuit-Stamford
covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's...
Talent-Stamford
implementation.
This is a hands-on role translating financial planning requirements into practical models, improving budgeting and forecasting workflows, and helping the finance team adopt the platform.
Key responsibilities:
• Run day-to-day FP&A
• Lead...
Fsr Careers-West Hartford (CT)
Job Title
Min 3 years in operations, marketing, financial planning and human resources management.
Bachelor's Degree in healthcare, gerontology, business
Prior experience working with residents with Alzheimer's or Dementia
Ability to read...
Intuit-Milford (CT)
covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customers...
mindmatch.ai -
Connecticut State Colleges & Universities-Hartford
systemwide financial planning, budgeting, accounting, treasury, procurement, facilities, capital financing and financial information systems. The role works in close coordination with institutional presidents, chief financial officers and finance leaders...
Intuit-Milford (CT)
covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customers...
mindmatch.ai -
1 similar job: Covington
Elite Placement Group, Inc.-Redding (CT)
financial planning
• Partner with department leaders to monitor spending and improve financial performance
• Provide financial oversight for golf, tennis/paddle, food & beverage, events, clubhouse operations, grounds, membership, and facilities
• Monitor...
Intuit-Milford (CT)
covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customers...
mindmatch.ai -
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