Dynamic Financial Advisor | Client-Focused Planner
Johnson Brunetti
Johnson Brunetti seeks an Advisor to join their growing team in CT. The role emphasizes meeting prospects, onboarding clients, and delivering tailored financial plans with investment, insurance, and retirement guidance. Strong sales orientation, client relationship skills, and a willingness to travel between Connecticut offices are essential. Successful candidates will hold Life and Health licenses and Series 65 or 7 & 66, with at least three years in financial services and proven communication #J-18808-Ljbffr Johnson Brunetti
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Dynamic Financial Advisor | Client-Focused Planner in Wethersfield, CT vacancy
- ...Paraplanner/Wealth Planning Associate to support wealth advisors in delivering customized planning and superior client service. You will assist with onboarding, plan... ...preparation to help clients make informed financial decisions. This role offers exposure to comprehensive...Suggested
- Financial Planning and Support Specialist Are you looking... ...one-on-one with our advisors in a supporting role?... ...motivated and results-focused? If you enjoy working... ...and helping to create client’s financial plans and... ...like to talk to you! Our dynamic, fast-paced financial...Suggested
- ...duties in the Banking Center Manager's absence. You'll coach staff on cross-selling, maintain strong client relations, and ensure audits and compliance. Travel across regional centers is required, with a focus on growth and customer experience. #J-18808-Ljbffr SantanderSuggested
- ...Planning Associate to join our Hartford team. The role supports wealth advisors with onboarding, plan development, data gathering, and client service. You will work closely with Wealth Advisors, Wealth Planners, and Portfolio Managers to develop comprehensive wealth plans....Suggested
- ...Functional ConsultantExperience of minimum 23 full lifecycle implementations using MS Dynamics D365 FO Project Management Accounting SolutionGathering understanding analyzing client business processes to reengineer design the solution improving operational efficiencyHaving...SuggestedContract work
Cedent Consulting
Hartford, CT1 day ago - Johnson Brunetti in Connecticut is seeking a Financial Planning and Support Specialist to work closely with advisors and help create client financial plans and analysis documents. The role requires a 4-year degree in business or finance and proficiency with MS Office,...
$110.7k - $218.3k
...seeking a Marketing Strategy Senior Consultant to help clients turn business objectives into customer-focused marketing strategies and the functional... ...and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional...Local areaVisa sponsorshipDeloitte
Hartford, CT4 days ago$128k - $252.5k
...& Design practice to support healthcare clients in product strategy, design, and implementation... ...: contribute to workstreams, with a focus on research, synthesis, and analysis. A successful... ...multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills...Local areaVisa sponsorshipDeloitte
Hartford, CT3 hours ago- LPL Financial and M&T Bank in Hartford, CT are partnering to offer the Investment Program. You join as a Financial Advisor associated with LPL Financial, serving through the bank’s client base and referrals to build a thriving practice. You will have access to thousands...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...where you can help your clients achieve their goals through... ...a financial representative focused on client‑building and obtaining... ...more Certified Financial Planner licensing support Fully company...Work at officeUnavailable
Hartford, CT3 days ago$80k - $85k
...OVERVIEW Financial Advisor – Wealth Services Location: On-Site At Alera Group, our... ...Financial Advisor who will contribute to client relationships, financial strategy, and... ...Assist clients with investment strategies focused on retirement planning Maintain...Work at officeLocal areaDickerson Group
Wethersfield, CT18 hours ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...business where you can help your clients achieve their goals through... ...a financial representative focused on client-building and... ...and more Certified Financial Planner® licensing support 2 Fully company...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Newington, CT4 days ago$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...business where you can help your clients achieve their goals through... ...a financial representative focused on client-building and... ...and moreCertified Financial Planner® licensing supportFully company...For contractorsWork at officeNorthwestern Mutual Life Insurance Company
Hartford, CT1 day ago- USI Insurance Services seeks a Defined Benefits Actuarial Analyst to support pension projects for multiple clients. The role involves drafting valuations, funding notices, IRS forms, and ASC 715 statements, while coordinating with actuaries and clients to ensure timely...
- ...efficiency, and satisfaction. We help clients move beyond traditional cost-focused service models by defining future-... ...customer, operational, and financial outcomes.You are passionate about... ...adoption. You understand these industry dynamics and work with cross-functional and...Work experience placementLive inWork at officeLocal area
Accenture
Hartford, CT4 days ago $48k
...Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth... ...of existing Peak Mountain Advisors clients. In addition to base compensation,... ...while advancing your career to focus on providing the most excellent client...Kestra Financial Independent Advisor
Hartford, CT11 hours ago$128k - $252.5k
...Strategy and Design practice by helping clients shape initiatives that improve customer experience... ...multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills... ...operations experts, designers, and technologists focused on customer-centered solutions. We...Local areaDeloitte
Hartford, CT1 day ago- ...Financial Advisor The Financial Advisor (FA) role is a three-year program... ..., for financial advisors or planners who will be providing... ...complex needs of TD Wealth clients by reviewing financial goals... ...meeting with an enhanced agenda focused on the client's overall wealth...Work at office
- ...driven, self-motivated and customer-focused? Do you want to have the... ...you enjoy working closely with clients, developing long-term relationships... ...Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team! This position is based...Work at officeLocal area
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. The Private Client Banker (PCB) is part of the Key... ...Private Client Program and will focus on the entire client... ...with a plan-based approach to financial advice. As a PCB, you will deliver...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
West Hartford, CT1 day ago- Alera Group’s Wealth Services team is seeking a Financial Advisor to strengthen client relationships, shape financial strategies, and drive operational excellence within a fast-paced environment. You will meet with prospective clients, guide onboarding, and develop tailored...
- A fast-growing advisory firm is seeking candidates for a life-changing career in financial advising. Join their structured two-year development program, focusing on real client relationships and financial planning. Ideal candidates excel in communication and problem-solving...Remote jobTraineeship
- ...Finance function vision, creating value & ROI models, architecting a client’s Finance AI talent strategy, ecosystem partnership approaches,... ....Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business processes...Work experience placementLive inWork at officeLocal area
Accenture
Hartford, CT2 days ago - ...passion for travel into a rewarding career as a Remote Travel Planner. You will help clients plan unforgettable trips from mountain -beach escapes and... ...success Marketing tools & back-office support so you can focus on selling Ready to apply? If you're passionate about...Remote jobFlexible hours
- ...organizations across industries. Our strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our...Contract workWork experience placementLive inWork at officeLocal area
Accenture
Hartford, CT2 days ago - ...driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement? If you... ...! Our well-established and growing financial firm is expanding and seeking to add an Associate Financial Advisor to our Team! This position will...Work at officeAfternoon shift
- ...Vacation Experience Coordinator to help families plan memorable vacations, with a focus on Disney destinations, theme park getaways, cruises, and resort stays. This remote role supports clients from the initial inquiry through final details, researching options, organizing...Remote job
- ...and platforms, and deep ecosystem relationships. Our strategy is to be the reinvention partner of choice for our clients and to be the most client-focused, AI-enabled, great place to work in the world. Through our Reinvention Services we bring together our capabilities...Work experience placementLive inWork at officeLocal area
Accenture
Hartford, CT2 days ago - Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process cash transactions... ...building relationships, understanding client financial needs, and guiding them to suitable solutions. It requires...Flexible hoursWeekend work
- ...Hartford, CT is seeking a customer service associate to engage clients in the lobby and educate them on self-service options like mobile... ...cash, handle client inquiries, and connect customers to financial solutions that meet their goals. Ideal candidates are energetic...Flexible hoursWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Dynamic Financial Advisor | Client-Focused Planner. Be the first to apply!
