Financial Planner Jobs in Wallingford (CT)
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Search Results - Financial Planner Jobs in Wallingford (CT)
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 AllianceWallingford (CT)
Manufacturers Representatives & Distributors) to identify new opportunities and future programs
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• Support Business Development financial planning budget & forecast based on customer’s existing /future programs projections
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• Generate and distribute sales...
Reynolds + RowellaWallingford (CT)
analysis.
• Assist with financial reporting tools, payroll-related journal entries, 1099 reporting, and internal control reviews.
• Provide cross-functional support to the financial planning and analysis process as needed.
Qualifications
• Bachelor’s...
Wallingford Public SchoolsWallingford (CT)
Manages processes for financial forecasting, budgets and consolidation and reporting to the Superintendent and Board of Education.
• Provides recommendations to strategically enhance financial planning and opportunities for the District.
• Ensures...
Executive AllianceWallingford (CT)
opportunities and future programs
• Support Business Development financial planning budget & forecast based on customer’s existing /future programs projections
• Generate and distribute sales reports as required
• Visit and manage customers/Reps/Sales team...
Jambalaya GroupSouthington (CT), 11 mi from Wallingford (CT)workable.com
Financial Planning Specialist
Six Point Wealth Advisors | Southington, CT
Job Type: Full-Time | In-Office
Compensation: $26.00–$33.00 per hour, based on experience
Position Overview
Six Point Wealth Advisors, an established and growing...
GemHarvest Executive RecruitingNorwalk (CT), 41 mi from Wallingford (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...
New Haven, 12 mi from Wallingford (CT)icims.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...
Barnum Financial GroupShelton (CT), 17 mi from Wallingford (CT)
for financial planning analysis, running and designing product illustration requests, and identifying opportunities for sales.
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Duties and responsibilities
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• Use financial planning software to create analyses
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• Run and design product...
Abacus Group, LLCNorwalk (CT), 41 mi from Wallingford (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...
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