CFP Financial Planner — Hybrid, Equity & Leadership Path
GemHarvest Executive Recruiting
A financial services recruiting firm in Connecticut is seeking a Financial Planner with a hybrid work schedule. The role involves building comprehensive financial plans and managing client relationships with opportunities for career growth. The ideal candidate should have a Bachelor's Degree, CFP qualification, and 4+ years of relevant experience, along with strong communication skills. This position offers competitive compensation including bonuses and equity opportunities. #J-18808-Ljbffr GemHarvest Executive Recruiting
$110k - $130k
...types Annual Bonus Financial Planner - Hybrid schedule: only 1-2 days... ..., CT seeks a CFP-level Financial Planner... ...outcomes, and grow into leadership as the firm expands.... ...,000, with long‑term equity and revenue‑sharing upside... ...and a clear career path into leadership as the...Employment EquityFull timeWork at officeRemote work$150k - $160k
...on experience Full time; Hybrid We are an independent advisory... ...comprehensive, holistic financial planning. Our team-... ...This role offers a long-term path toward leadership and equity participation as part of our... ...If you are an experienced CFP with a passion for serving...Employment EquityFull time$120k - $180k
...Base + Bonus Opportunities | Hybrid – Fairfield, CT (Mondays in office) We’re hiring a Lead Financial Planner/Advisor on behalf of a fast-... ...-Based Upside + Future Equity Path Quarterly bonuses tied to company... ...planning experience CFP® preferred (exceptional candidates...Employment EquityWork at officeRemote work- ...management firm in Connecticut, seeks a Lead Financial Planner/Advisor. This pivotal role prioritizes... ...facing experience and preferably hold a CFP® certification. You'll enhance client... ...the firm's operational workflows. This hybrid opportunity offers a competitive compensation...Employment Equity
$350k
...ideal candidate will have over 20 years of experience in Regulatory Affairs, specifically in oncology, and a strong leadership background. This hybrid role is based in Connecticut. The budgeted salary range for this position is $350,000 to $450,000 annually, plus bonus...Employment Equity- 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
$23 - $24 per hour
...people’s lives? As a Personal Financial Representative, you’ll play a... ..., education, aptitude & equity) Hours – Part-Time, including... ...across departments, and hands-on leadership practice through specialized... ...new skills or exploring new paths, you’ll be supported every step...Employment EquityPart timeLocal area- ...clinician providing crucial reproductive health services. This hybrid role involves both in-clinic patient care and telehealth sessions... ...licensure, and skills in patient management. A commitment to health equity and excellent communication is essential. #J-18808-Ljbffr...Employment Equity
$184k - $249k
...history of strong, consistent financial performance for nearly 100... ...technology needs Advise engineering leadership regarding innovation,... ...specific to COTS, SaaS, and hybrid or cloud custom platforms Maintain... ...is enhanced by diversity, equity, and inclusion. We expect and...Employment Equity$87.4k - $123.4k
...idea that transforming financial lives starts by giving... ...environment, and fluid career paths. We not only encourage... .... The Financial Planner - Retail will develop and... ...experience. MBA preferred * CFP required * FINRA Series... ...law. ***For remote and hybrid positions you will be...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...registered investment advisory firm. Financial Advisors are responsible for... ...clients, developing into a leadership role in client relationships.... ...3 months of employment. CFP or PFS, or progress towards certifications... ...committed to creating career paths and growth opportunities for...Temporary workLocal area
$80k - $85k
...Overview Financial Advisor - Wealth Services Location: On-Site At Alera Group, our Wealth... ...Life & Health insurance license CFP designation or progress toward certification... ...have access to: Role-specific learning paths Leadership development programs Technical and compliance...Work at officeLocal area- ...research efforts across approximately $500MM of the firm’s assets. This leadership role offers a succession track opportunity to Chief Investment Officer. The ideal candidate will have 10+ years in equity portfolio management, strong communication skills, and a Bachelor’s...Employment Equity
$90.23k
...work environment which fosters personal leadership, career growth and development for every... ...Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team!... ...duties as required. #LI-LP2 #LI-HYBRID Qualifications • Bachelor's degree....H1b$132k - $179k
...in an idea-driven environment.This is a hybrid work role based in Farmington, ConnecticutCompany... ...management as of March 31, 2025. Symetra Financial Corporation (“SFC”), a diversified... ...instruments. Positions will be taken in equity, rates, credit, commodity, and FX derivatives...Employment EquityImmediate startRemote workWork from home$120k - $130k
...Job Title: FP&A Financial Specialist (Hybrid – Hartford, CT) Overview A highly stable and well-established financial services organization is... ...efficiency Present insights and analysis to stakeholders and leadership Qualifications 7+ years of FP&A, finance, or analytics...- ...We're Hiring: Architectural Designer / Project Architect (Hybrid | Hartford, CT) Make an impact through design that matters. Tecton Architects... ...work aims to improve lives. We offer a workplace that values equity, creativity, and continuous growth — and we support our team...Employment EquityFull timeRemote work
- Troutman Pepper Locke LLP is seeking a Private Equity Content Specialist to collaborate with attorneys and business development teams on thought leadership, market reports, and client advisories. This role develops high-quality content and case studies to elevate the PE...Employment Equity
- Codex, located in Connecticut, is seeking a Senior FP&A Analyst to enhance financial planning and decision-making across its rapidly growing CPG business. This hybrid role involves close collaboration with senior leaders, including the CEO and CFO. The ideal candidate will...
- Prime Source Foods is seeking a Senior Financial Analyst to support their New England operations from either Londonderry, NH or West Haven, CT. This hybrid role entails developing financial models, analyzing results, and working closely with teams across the organization...
- ...operations and drive client satisfaction in a hybrid work environment. This role involves... ...service. Candidates should have proven leadership in client services and strong strategic... ...an inclusive workplace culture, ensuring equity and diversity at all levels. #J-18808-...Employment Equity
- ...Project Architect to join our Hartford studio. This full-time, hybrid position allows for flexibility between studio and remote work.... ...models, and contributing to innovative solutions. Tecton values equity and creativity while offering professional development opportunities...Employment EquityFull timeRemote work
$100k - $150k
Senior Data Engineer First Street Hybrid · New York | … 1 day ago Job... ...exist to connect climate and financial risk. Who we are: First... ...This individual’s expertise and leadership will enable all members of... ...benefits package, which includes equity, 401(k), paid time off, paid...Employment EquityWork at officeLocal areaWorldwide- ...written and verbal communication skills. Ability to work collaboratively in a team environment. Benefits Paid parental leave. Flexible PTO. Opportunities for leadership positions. Realistic partnership and equity partnership track. #J-18808-Ljbffr BCG Attorney SearchEmployment EquityWork at officeFlexible hours
$132.7k - $175k
...grow their coverage experience.This is a hybrid role based in our Farmington, CT office (... ...management as of March 31, 2025. Symetra Financial Corporation (“SFC”), a diversified financial... ..., and standing up for diversity, equity and inclusion (DEI). Join our team and help...Employment EquityFull timePart timeWork at officeImmediate startRemote workWork from homeFlexible hours- ...including mergers and acquisitions, debt and equity financings, corporate governance,... ...for direct client contact and deal leadership and a clear path to developing deep subject‑matter expertise... .... To support both, the firm offers a hybrid work environment that allows attorneys...Employment EquityWork at officeRemote workFlexible hours2 days per week
$138.16k - $165.79k
...reproductive rights for all people. In this hybrid position, the clinician will float to... ...) Key Qualifications Demonstrated leadership skills - ability to lead teams and desire... ...Interested in and committed to health equity. Has a deep understanding of health inequity...Employment EquityWork at officeRelocation packageFlexible hours- ...advisory firm with strong female leadership as a Financial Advisor-in-Training. At... ...and work-life balance. Your Path to Success Our two-year training... ...and prepare for the CFP designation. Upon completing... ...experience! Balance This is a hybrid position based in our Glastonbury...Temporary workWork at officeImmediate startWork from homeAfternoon shift
- Financial Advisor (Entry-Level & Experienced Professionals) Financial... ...Lacrosse Coach | Passion for Driven Leadership | Identifying High Achieving…... ...optimally guide clients on a path to achieve financial security... ..., SIE, Series 6, Series 63, CFP, and more NM Funded Retirement...Full timeWork experience placementInternshipWork at officeWork visa
- Leah Yosef International seeks an experienced wealth advisor to serve ultra-high net worth clients from the Westport office in a Hybrid schedule. The role is open due to succession planning as a retiring advisor and strong 30%+ year-over-year AUM growth. You will advise...Work at office
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