Financial Planner Jobs in Connecticut
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Search Results - Financial Planner Jobs in Connecticut
The WellFairfield (CT)
120K–$180K Base + Bonus Opportunities | Hybrid – Fairfield, CT (Mondays in office)
We’re hiring a Lead Financial Planner/Advisor on behalf of a fast-growing, planning-first wealth management firm in Southern Connecticut.
This isn’t a back-seat...
Data AnnotationDerby (CT)
preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
Benefits:
• This is a full-time or part-time REMOTE position
• You’ll be able to choose which projects you...
Northwestern MutualStamford
tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice as a representative then advisor, you bring together the right insurance and investment strategies for clients to guide them every...
New Havenicims.com
Overview:
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start...
ProcyonShelton (CT)
and participant financial planning coordination
• Identify process improvement opportunities and contribute to system enhancements, special projects, and firm-wide initiatives
WHY PROCYON
Procyon was designed from the ground up to be an excellent home for our...
1 similar job: Frisco
Revere Staffing Partners Corp.Newington (CT)workable.com
area. We are seeking a Senior Accountant/FP&A professional to support financial planning, reporting, forecasting, and business operations within a growing manufacturing environment.
Key Responsibilities
• Lead budgeting, forecasting, and financial...
Equitable AdvisorsStamford
the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.
Responsibilities...
One MedicalNew Canaan
sabbatical for every five years of service
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• Free One Medical memberships for yourself, your friends and family
/n
• Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal...
1 similar job: Westport
Wethersfield (CT)aleragroup.com
Overview:
Financial Advisor – Wealth Services
Location: On-Site
At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment...
One MedicalHartford
Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues
/n
• Competitive Medical, Dental and Vision plans
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• Pre-Tax commuter benefits
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• PTO cash outs - Option to cash out...
Greenwich (CT)rockco.com
aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance.
You...
Desjardins Financial Security Independent Network - Southwestern OntarioWindsor (CT)talentnest.com
Experienced Financial Advisor/Planner
Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality...
Michael PageWestport (CT)michaelpage.com
About Our Client
Rapidly growing consumer products brand
Job Description
Inventory Planning & Financial Analysis
• Lead inventory-focused financial planning activities, including forecasting, variance analysis, and KPI reporting.
• Analyze...
Fiducient AdvisorsHartford
lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm
• Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance...
3 similar jobs: Boston, Chicago, Washington
New Havenicims.com
Overview:
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial...
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