Senior Financial Planner: Wealth Strategy & Growth
Kestra Financial Independent Advisor
Kestra Financial Independent Advisor is seeking an experienced Senior Financial Planner to provide comprehensive financial planning and wealth management services. The ideal candidate will have in-depth expertise across financial planning strategies, investment management, and retirement planning. You will work closely with clients to implement personalized financial plans that ensure their long-term financial success. This role requires a Bachelor's degree, relevant certifications, and at least 7-10 years of experience in financial planning. Competitive salary, health benefits, and professional development opportunities included. #J-18808-Ljbffr Kestra Financial Independent Advisor
- A financial services firm in Connecticut is seeking a Lead Advisor to manage client relationships and execute financial strategies. The ideal candidate should have a Bachelor's degree in Finance or related field and 24+ years of experience in financial planning or investment...Senior
- ...Yosef International seeks an experienced wealth advisor to serve ultra-high net worth... ...advisor and strong 30%+ year-over-year AUM growth. You will advise on comprehensive wealth... ..., complex tax and estate planning strategies, and investment management, with opportunities...SeniorWork at office
- ...seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual... ...comprehensive financial planning and wealth management services. The ideal... ...deep expertise in financial planning strategies, investment management, tax efficiency...Senior
$150k - $160k
...Wealth Advisor Location: West Hartford, CT Salary: $150,000 - $1... ...committed to comprehensive, holistic financial planning. Our team-oriented... ...personal and professional growth, and we welcome like-minded... ...participation as part of our succession strategy. Who You Are: You see being a...SuggestedFull time$55k - $75k
...Join NPA Financial as a Wealth Advisor and become a vital part of a team dedicated to doing good... ...supportive environment, you’ll discover career growth opportunities aligned with your... ...the way. Develop personalized financial strategies that align with clients’ unique goals...Suggested- RTX, a global aerospace and defense leader, seeks a Senior Manager to join the Mature Commercial Engines Business Development and Campaign... ...Hartford campus. You will drive new service offerings, pricing strategies, and aftermarket support for campaigns. You will lead cross-...Senior
- Digital United LLC is looking for a seasoned Senior Strategy Consultant based in Connecticut. This role involves advising executive leadership in industries such as Higher Education and Healthcare. Responsibilities include managing client relationships, designing solutions...Senior
- Mediassociates is seeking a Vice President, Account Strategy to lead client services and account planning in Sandy Hook, CT. This executive role focuses on strategic media planning and strengthening client partnerships while leading a high-performing team. The ideal candidate...Senior
$200k
...multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management Opportunity to source... ...retiring advisor as well as 30%+ year-over-year AUM growth Hybrid schedule, based out of the Westport Office...SeniorWork at office- ...leading loyalty solutions provider in the United States is seeking a Senior Account Manager. The role involves managing key client... ...flexible remote working environment while contributing to impactful marketing strategies for top brands. #J-18808-Ljbffr Kobie MarketingSeniorRemote jobFlexible hours
- Webster Bank group is seeking a Senior Relationship Banker based in Bristol, CT. The role focuses on achieving sales and service targets while providing leadership support within the banking center. Responsibilities include mentoring staff, ensuring exceptional client...Senior
- The Well, a fast-growing wealth management firm in Connecticut, seeks a Lead Financial Planner/Advisor. This pivotal role prioritizes financial planning, with a focus on client ownership and growth. The ideal candidate will have 5-7 years of client-facing experience and...
$24 - $30 per hour
...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ....g., Salesforce Support segmentation strategy with existing clients by implementing... ...initiatives to support Banking Center's growth and profitability objectives. Assist...SeniorHourly payBank staff$24 - $30 per hour
...families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain... ....g., Salesforce) to document activities and support growth initiatives. Support segmentation strategy with existing clients by implementing sales, retention...SeniorHourly payBank staff- NORTHWESTERN MUTUAL FINANCIAL ADVISOR/WEALTH MANAGEMENT ADVISOR NORTHWESTERN MUTUAL CAREER OPPORTUNITIES... ...: Listen to clients and develop strategies tailored to their individual needs.... .... Attend accelerated leadership and growth development events at our corporate office...Work at officeLocal area
- Martin Grant Associates, Inc. is seeking a Senior Benefits Consultant to serve as a... ...Connecticut. This role involves leading benefit strategy, managing costs, and providing innovative... ...License. Join a company known for its growth-oriented culture and comprehensive benefits...Senior
- ...seeks a Services Sales Sr. Director. This role focuses on driving growth in services revenue within designated territories while... ...exceeding revenue targets. Responsibilities include managing sales strategy, uncovering new service opportunities, and achieving quarterly...Senior
$150k - $170k
Australia-Employment is seeking a Senior Tax Manager based in Hartford, CT. The role involves delivering a full range of tax services and managing a diverse client portfolio while mentoring junior staff. Join a collaborative and inclusive team at this independent CPA firm...SeniorSummer work$100k - $195k
...Hartford, CT is seeking an experienced Annuities Manager to drive growth in their annuities business. The candidate should have over 5... ...of relevant experience in annuity product development, pricing strategies, and risk management. They will lead analyses, engage with...Senior$157.8k - $363.94k
...National Strategic Partnerships to lead the Aetna distribution strategy. This role involves overseeing a large team and driving a $21 billion... ...by fostering strategic partnerships and guiding enterprise growth. The ideal candidate will have significant experience in...Senior- ...managing strategic client relationships, guiding loyalty program strategies, and fostering a collaborative environment. The ideal candidate... ...-functional leadership. This position supports remote work and offers an innovative and growth-driven culture. #J-18808-Ljbffr MediumSeniorRemote work
$182.5k - $208.3k
A leading financial services company is looking for a Senior Business Analysis Manager capable of developing strategies to drive growth and profitability. This role involves managing a team and leading product development within a collaborative and innovative environment...SeniorRemote job- CLEAResult is looking for a passionate Senior DSM Practice Consultant to lead the design and realization of energy solutions across utility... ...to effectively present complex information, and proficiency in financial modeling tools like Excel and PowerBI. Join us in making a...Senior
- Voya Financial is seeking a Lead AI Product Manager to define and execute AI product strategies for digital and wealth management. The role focuses on enhancing experiences for retirement plan participants and financial advisors, requiring strong product management skills...Senior
- Slalom is seeking a Client Partner at the Senior Director level to drive professional services solutions in Hartford. You will be responsible... ...and a strong background in manufacturing, public sector, or financial services. This position requires regular on-site presence at...Senior
- ...leading insurance company is seeking a Senior Product Analyst responsible for delivering... ...various departments to drive product strategies. This role requires strong analytical and... ...importance of this position in facilitating growth and profitability across multiple states...Senior
- ...Oman is seeking a Sales Executive - Associate Director in Hartford to focus on high-growth accounts. Your role involves delivering exceptional client service, developing sales strategies, and managing client relationships to drive new business opportunities. With 10-12+...Senior
- ...in the utilities market and a strong background in consulting, strategy, and delivering large-scale advisory programs. An MBA or equivalent... ...competitive compensation and benefits, supporting career growth through coaching and leadership opportunities. #J-18808-Ljbffr...Senior
$70k - $80k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate... ...relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate...Work at officeLocal areaRemote work2 days per week$70k - $80k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team... ...through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate...Work at officeLocal areaRemote work3 days per week
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