Lead Financial Planner & Partner Track - AI-Driven RIA
$120kForgent
Forgent is looking for a lead advisor in Fairfield, CT. This key hire will own client relationships and deliver cash-flow-based financial plans without business development responsibilities. The firm emphasizes coaching and partnership, with competitive compensation, including a $120K base and a $40K performance bonus. The ideal candidate has 3+ years of experience, CFP preferred, and a passion for building systems. #J-18808-Ljbffr Forgent
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Lead Financial Planner & Partner Track - AI-Driven RIA in Hartford, CT vacancy
- ...Manager for ES Product Strategy in Farmington, Connecticut. The successful candidate will coordinate RTX's engagement with digital partners, drive strategic initiatives, and foster collaboration across teams to enhance services. To qualify, candidates should have a...Suggested
$84.63k - $112.84k
...trusted network for the AI‑powered world,... ...opportunity here. The Role As Lead Finance Analyst, Global Partner Solutions (GPS), you will provide financial leadership and... ...within a dynamic, data‑driven environment, you will... ..., and performance tracking frameworks to measure...SuggestedTemporary work- A global consulting firm in Hartford is seeking a Manager to lead agentic commerce transformation initiatives. The role focuses on aiding technology clients in adapting to AI-driven customer engagement models. The ideal candidate will have over 7 years in consulting or...Suggested
$142.6k - $261.5k
...– ServiceNow/Moveworks AI Architect Manager In... ...Manager you’ll play a leading role in that mission, providing... ...clients to enable AI-driven transformation across... ...AI-native solutions, partnering with EY’s AI & Data (AI... ...support your physical, financial, and emotional well-...SuggestedSummer holidayWorldwideFlexible hoursErnst & Young Oman
Hartford, CT7 days ago- A leading cryptocurrency platform based in Hartford is seeking a Finance Planning & Analysis (FP&A) professional to lead financial processes and serve as a strategic partner across functions. The role requires 2-4+ years of experience in FP&A with strong financial modeling...Suggested
- ...Are: Accenture is a leading global professional services... .... A leading partner to the world's major cloud... ...Offering Lead - Private AI, Containers &... ...ecosystems, and automation-driven operating models. Minimum... ...technology stacks. Proven track record of leading large...Work experience placementLive inWork at officeLocal area
Accenture
Hartford, CT3 days ago $185k - $200k
...AI Governance Lead This is an opportunity to join Ascot Group... ...clients leading financial security while delivering... ..., ethical, and value-driven manner, aligned with... ...) Develop and track AI governance KPIs, including... ...of AI vendors and partners Define due...Full timeTemporary workWork at officeLocal areaFlexible hoursAscot Group
West Hartford, CT4 days ago- ...data platform for AI. By delivering harmonized... ...Marketplace & Partner Co-Sell Operations,... ...marketplace presence: Lead the operational... ...Qualified Candidate Proven track record of leading... ..., with a data-driven approach to decision... ...based on company financial attainment and individual...Permanent employmentContract workFlexible hours
- ...Chief Claims Officer for the Americas to lead the claims strategy and operational oversight... ...involves enhancing claims processes with AI and ensuring alignment with global... ...exceptional leadership abilities, and a proven track record in driving business growth through...Flexible hours
$175.1k - $291.8k
...AI Business Partner The AI Business Partner (AIBP) is a technical... ...practicing spec-driven development, using agentic... ...AI opportunities with financial, strategic, and... ...strategy or relationship lead, contributing to architectural... ...AI portfolio and track value realization....Local areaWork from homeCarepathRx
Bloomfield, CT4 days ago- ...The Hartford is seeking a Senior Security Engineer responsible for designing AI-driven cyber security solutions. This hybrid role combines deep engineering expertise with leadership across Cyber, Reliability Engineering, and Software Engineering. Successful applicants...
The Hartford
Hartford, CT2 days ago $70.35k - $196k
...what’s possible as you partner with clients to unlock... ...payroll, cloud-based HR and financial management solutions... ...on the fast track to a better way to work... ...defining support procedures. Lead workshops for client education... ...skills. You’re driven by new challenges and are...Work experience placementLive inWork at officeLocal area$135k - $150k
Lead Financial Planner Private Wealth | RIA Environment| CFP Required Hartford, CT $135,000 - $150,000 Base + Incentive... ...directly from the Managing Partner, a true seat at the leadership table... ...Advisor, Lead Planner, or on a Partner track and you are ready for more. Ideal...Local area- A progressive AI company in Connecticut is seeking a Fund Analyst to help educate AI on financial principles. Ideal candidates have advanced degrees in finance and strong analytical skills. Responsibilities include assessing AI chatbot outputs, providing structured feedback...Remote jobContract workFlexible hours
- A leading global insurance firm is seeking a Compensation Partner to provide strategic, data-driven guidance on compensation matters. The ideal candidate will have a Bachelor's degree in a related field and strong analytical skills. Responsibilities include consulting with...Remote job
$132.23k - $176.31k
...trusted network for the AI‑powered world,... ...our customers, partners, and industry. The... ...technically adept Senior Lead Data Architect to... ..., enabling data-driven decision-making... ...incremental sales tracking for high-bandwidth... ...mental, emotional and financial wellbeing. We're...Temporary workRemote workLumen Inc
Hartford, CT5 days ago- A leading alternative investment platform is seeking... ...preparation of annual GAAP financial statements and... ...-end audit requests • Partner with tax teams on year... ...through automation and AI-driven workflow enhancements... ...designation or active CPA track preferred • 2+ years...Work at office
- A major insurance company in Hartford, Connecticut is seeking an Actuarial Analyst to support pricing, underwriting, and strategic initiatives for small commercial Property & Casualty insurance products. The role involves a mix of actuarial analysis, programming, and collaboration...
$163k - $220k
...strong, consistent financial performance for... ...position as both a leading insurance group and... ...dedicated, embedded AI leader within our... ..., championing AI-driven transformation of... ...recommended next steps. Tracks value realization... ...of our business partners to embrace,...Selective Insurance
Hartford, CT7 days ago- KAHANA & FELD LLP, a national law firm in Hartford, Connecticut, is seeking a Construction Defect Partner. This role offers a chance to become an Equity Partner with a growing firm that values teamwork and inclusivity. The position demands partner-level experience in managing...
$185.76k - $334.32k
...objectives. As a Consult Partner, you will play a key... ...business lines through AI-driven transformation. Sector... ...Ability to lead with and sell Agentic AI... ...expanded engagement Financial Accountability Drive... ...Proven, repeatable track record of owning, growing...Minimum wageFull timePart timeLocal areaImmediate startRemote workKyndryl
Hartford, CT3 days ago$102.3k - $147.05k
...UKG, your work matters—and so do you. About the Role As a Lead Employee Relations (ER) partner within the People & Employment Practices (PEP) team, you... ...largest collection of workforce insights, and people‑first AI, our ability to reveal unseen ways to build trust,...Local areaUKG (Ultimate Kronos Group)
Hartford, CT2 days ago- Kyndryl is seeking a Consult Partner with a focus on the Specialty Insurance market in Hartford, Connecticut. This role is pivotal for... ...accounts while modernizing mission-critical business lines using AI-driven transformations. The ideal candidate will have significant...
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. Join our team to help train the nextgeneration of AI while enjoying the flexibility... ...to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance...Hourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
New Britain, CT5 days ago- A leading communication technology firm is looking for a Value Advisor - AI in Hartford, CT. This role involves leveraging AI to enhance customer experiences through strategic... ...management, significant expertise in AI-driven transformations, and excellent communication skills...
$73.8k - $218.8k
...professional services company, searching for a Workday Certified Time Tracking/Absence Lead. This role is part of a team of advisory professionals... ...need and client requirements. Qualifications Workday Partner Certification. Minimum of 4 years of consulting experience,...Work experience placementWork at officeLocal area- HCLTech is seeking a leader for the Office of Automation & AI to drive AI initiatives and execution across IT operations. The successful... ...priorities and serve as the main point of contact for all AI-driven transformations. This role involves collaborating with various technical...Work at office
$120k - $175k
...is seeking a Director, Pricing Solutions to shape the future of pricing at our corporate offices. This role involves defining and leading the product vision and roadmap for pricing capabilities globally. Ideal candidates will have a minimum of 10 years of professional...Remote job- ...services company is actively seeking a Workday Certified Time Tracking/Absence Lead to oversee the implementation of Workday solutions. This... ...Tracking and Absence. The ideal candidate should possess a Workday Partner Certification and have at least 4 years of relevant...
- Kyndryl is seeking a Consult Partner to drive growth within a portfolio... .... This role requires a proven track record in engaging with C-suite executives and delivering AI-driven solutions. Your... ...management, client engagement, and leading multi-disciplinary teams. Candidates...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Financial Planner & Partner Track - AI-Driven RIA. Be the first to apply!
Related searches
- finance associate Hartford, CT
- oracle cloud financials consultant Hartford, CT
- financial advisor development program Hartford, CT
- financial planner cfp Hartford, CT
- financial planning administrator Hartford, CT
- strategic finance associate Hartford, CT
- financial planning assistant Hartford, CT
- financial associate Hartford, CT
- estate planning consultant Hartford, CT
- associate leveraged finance Hartford, CT