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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner: Wealth Strategy & Growth in Avon, CT vacancy
- ...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
Kestra Financial Independent Advisor
Avon, CT5 days ago - Accenture is seeking an experienced senior strategy leader for Consumer Goods in the United States. You will steer CEO- and C-suite level... ...teams to deliver enterprise-reinvention programs that translate growth priorities into measurable outcomes. You will own client...Senior
$150k - $170k
Wealth Enhancement Group is seeking a Financial Advisor in Hartford, CT to join a collaborative advisory team. Base salary ranges from $150,000 to $170,00... ...relationships, leading planning processes, and driving growth through prospecting and referrals. The ideal...Suggested$198.7k - $391.6k
Position Summary Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative...SeniorLocal area- JCW Group is assisting a local bank in Fairfield County with an established Wealth Management division to recruit a Wealth Advisor. The ideal candidate will build and maintain relationships with high-net-worth clients, targeting new assets of at least $1M per account....SeniorLocal area
- Connecticut Children’s seeks a Sr. Financial Analyst to provide financial support, guidance, and analysis for enterprise-wide business development and operating initiatives, and to contribute to operating, capital, and long-range plans. The role partners with executive...Senior
- Right Executive Search, LLC presents a Senior Financial Advisor/Senior Financial Planner CFP opportunity with a leading wealth management firm in Avon, CT. The role emphasizes... ...investment guidance within a collaborative growth-focused environment. #J-18808-Ljbffr Right...Senior
$55k - $75k
...Description Job Description Join us as a Financial and Wealth Advisor and become a vital part of a... ...environment, you'll discover career growth opportunities aligned with your... ...confident decisions. Develop and implement strategies to expand your client base and grow...The Vermont Agency
Hartford, CT2 days ago$82.94k - $182.55k
...initiatives that drive long-term growth, partnering across a matrixed... ...-driven recommendations to senior leadership, and plays a key... ...bid process by coordinating strategy, business decision-making, and... ...positioning, membership growth, and financial performance. Required...SeniorHourly payFull timeTemporary workLocal area$189.2k - $372.9k
...Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...navigate challenges, avoid financial pitfalls, and implement practical... ...unlock value through inorganic growth and value creation. Senior... ...Our clients include asset, wealth, and investment advisers...SeniorOdd jobWork experience placementLocal area- ...Northwestern Mutual is seeking experienced Financial Advisors and Wealth Management Professionals to join our... ...to develop comprehensive financial strategies designed to help them build, preserve... ...and are looking to accelerate the growth of their practice with the support of...Full timeLocal areaFlexible hours
- ...and optimize content value across platforms. The role requires senior leadership, deep sports media knowledge, and a proven ability to align contractual obligations with business strategy, driving growth and efficiency within a complex media ecosystem. #J-18808-Ljbffr...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
$93k - $171.3k
...functional environments? Do you enjoy shaping growth strategy and supporting strategic investment decisions? As a Senior Consultant within US Corporate Development,... ...rationale, investment theses, business cases, financial models, and executive-level recommendations for...SeniorFull timeWork at officeLocal areaRemote workWork from homeVisa sponsorship- ...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
- CVS Health is seeking a Sr. Manager, Product Execution to drive growth for our individual product portfolio through new sales and up-sell strategies across regional markets. You will bridge product strategy and field execution to ensure offerings are understood and adopted...SeniorRemote work
$150k - $250k
...United is seeking a strategic leader to drive transformational growth for clients in Healthcare, Higher Education, Financial Services, and Manufacturing. The role requires a minimum of 10 years in digital strategy and management consulting, with a focus on client...Senior- ...Bank of America’s Merrill Wealth Management division is seeking a Financial Advisor within the Advisor Development Program to serve high‑net‑worth clients,... ...will be mentored by Merrill teams to promote portfolio growth and build a successful practice. Responsibilities...
Bank of America
Hartford, CT2 days ago $130.9k - $154k
...unlock economic freedom into a sustainable financial reality. We ensure the company's... ...the data-driven guidance that fuels our growth and powers the future of finance. We own... ...efficiency and make informed trade offs As a Senior Financial Analyst on the FP&A team, you'll...SeniorLocal areaCoinbase
Hartford, CT1 day ago- ...Weatogue, Connecticut. Join a dedicated team committed to improving senior patients' lives through individualized therapy programs. The... ...401(k). Become part of an organization that values professional growth and innovation in senior therapeutic care. #J-18808-Ljbffr Legacy...SeniorMonday to FridayFlexible hours
- A leading accounting firm seeks a Senior Tax Manager in Hartford, CT. This hybrid position involves overseeing client tax planning, managing engagements, and developing client relationships. Candidates should have a Bachelor's degree in accounting, a CPA license, and 8...SeniorFlexible hours
- CVS Health is seeking a Lead Director, Product Execution to drive growth for our product portfolio across national accounts. You will bridge product strategy and field execution, ensuring offerings are positioned and adopted across markets and channels. The role requires...SeniorRemote job
$75k - $85k
...Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth... ...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 weekTakeda Pharmaceutical Company Ltd
Hartford, CT5 days ago$93k - $171.3k
Position Summary Join Deloitte’s Finance Transformation group as Senior Consultant, Strategy, Growth, and Transformation, partnering directly with the CFO and Finance leadership to design and execute the programs that define the future of Finance at Deloitte. In...SeniorRemote workVisa sponsorship$119.6k - $199.3k
Position SummaryThe Senior Advisor for Affordability is a strategic... ...the development of clinical strategies across the Cigna Healthcare... ...objectives.Apply strategic thinking, financial acumen, and data-driven... ...affordability as a strategic growth driver.Required...SeniorFull timeLocal areaWork from home$126.3k - $210.5k
Senior Advisor, Medicaid & Marketplace StrategyWe are looking for a strategic, client-focused... ..., strengthen performance, and unlock growth. You will bring clarity to complex... ...while shaping practical, forward-thinking strategies. If you enjoy partnering with others, influencing...SeniorFull timeLocal areaWork from home$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...tax planning, compliance, and strategy. These individuals help businesses... ...You will review and analyse financial data, prepare and file tax... ...increased efficiencies. As a Senior Associate you shall analyze...SeniorFull timeSecond jobH1b$196.6k - $327.6k
Senior Director, Strategy & Business EnablementJoin Evernorth Care Management and Express Scripts as... ...governance, executive decision-making, and growth initiatives while ensuring the... ...strategy, translating market insights, financial considerations, organizational...SeniorFull timeLocal areaWork from home$198.7k - $391.6k
...technologies, and formulate consumer-driven strategies to engineer a digitally enabled,... ...ll do The Health Care Marketing Strategy Senior Manager is a client-facing consulting leader... ...operating model transformation, growth and margin improvement opportunities, resource...SeniorLocal areaFlexible hours$116.2k - $229.1k
..., such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry... ...help insurance carriers strengthen financial planning, forecasting, and analytics... ...Requisition code: 361360 Job ID 361360 Strategy, Growth, and Transformation | Functional and...SeniorLocal areaVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner: Wealth Strategy & Growth. Be the first to apply!
