Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Planner - Wealth & Retirement Strategy

Kestra Financial

Kestra Financial is seeking an experienced Senior Financial Planner to provide comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies and a minimum of 7-10 years in the field. Responsibilities include developing personalized financial plans for clients, ensuring long-term success, and working in a collaborative environment. Competitive salary and comprehensive benefits, including health insurance and a 401(k) plan, are offered. #J-18808-Ljbffr Kestra Financial

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner - Wealth & Retirement Strategy in Avon, CT vacancy
  •  ...experienced and highly skilled Senior Financial Planner to join our team. This...  ...comprehensive financial planning and wealth management services. The...  ...in financial planning strategies, investment management, tax...  ..., estate planning, and retirement planning. They will work closely... 
    Senior
    Retirement

    Kestra Financial

    Avon, CT
    4 days ago
  • Lead Advisor is seeking a Private Wealth Advisor in Hartford, Connecticut. The role requires at least 5 years of experience as a financial advisor, focusing on holistic financial planning and investment strategy. The ideal candidate will manage a full sales cycle, create... 
    Senior

    Lead Advisor

    Hartford, CT
    2 days ago
  •  ...Farmington, CT is looking for an experienced Lead Financial Planner to engage with high-net-worth clients and lead...  ...efforts. This client-facing role emphasizes retirement, investment, estate, tax, and wealth planning strategies within a collaborative boutique wealth... 
    Retirement

    MOHR Talent

    Farmington, CT
    4 days ago
  • TD is seeking a Financial Advisor Associate in Hartford, Connecticut. The ideal candidate...  ...providing tailored financial advice and strategies. Responsibilities include educating clients...  ...environment. Join TD to enhance client wealth management solutions. #J-18808-Ljbffr TD
    Suggested

    TD

    Hartford, CT
    4 days ago
  • $135k - $150k

    Lead Financial Planner Farmington, CT | $135,000 - $150,000...  ...Confidential Boutique Wealth Management Firm (RIA)...  ...role focused on retirement, investment, estate,...  ...and wealth planning strategies within a collaborative...  ...Lead Financial Planner Senior Financial Planner Wealth... 
    Retirement
    Local area

    MOHR Talent

    Farmington, CT
    4 days ago
  •  ...) in Hartford, Connecticut is seeking a Senior Leader to lead the development and execution...  ...-wide intellectual property (IP) strategy. This role requires a Juris Doctor (J.D....  ...include comprehensive healthcare plans, retirement savings, and incentive plans tied to performance... 
    Senior
    Retirement

    Teradata Corporation (SE)

    Hartford, CT
    3 days ago
  • NORTHWESTERN MUTUAL FINANCIAL ADVISOR/WEALTH MANAGEMENT ADVISOR CAREER TRACK NORTHWESTERN MUTUAL CAREER...  ...: Listen to clients and develop strategies tailored to their individual needs....  ...compensation expectations. Review benefits and retirement options. Evaluate financial... 
    Retirement
    Work at office
    Local area

    Northwestern Mutual

    Hartford, CT
    3 days ago
  •  ...leader to drive high-complexity business visions into actionable strategies. The ideal candidate will have over 10 years of experience in...  .... Comprehensive benefits, including health insurance and retirement plans, are provided. A true commitment to community contributions... 
    Senior
    Retirement
    Full time

    Travelers Canada

    Hartford, CT
    1 day ago
  •  ...with a Bachelor's degree in a relevant field and experience in the insurance sector, are essential. The position offers a comprehensive benefits package including health insurance, retirement matching, and paid time off. #J-18808-Ljbffr The Travelers Indemnity Company
    Senior
    Retirement

    The Travelers Indemnity Company

    Hartford, CT
    1 day ago
  • 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

    Sterling Inspired Staffing.

    Southington, CT
    2 days ago
  • $126.5k - $208.7k

     ...Senior Director, Bi Operations Strategy & Delivery - Tech Currency Taking care of our customers, our communities and each other. That's the Travelers...  ...for coverage from the first day of employment. Retirement: Travelers matches your 401(k) contributions dollar-for... 
    Senior
    Retirement
    Work experience placement
    Local area

    Travelers

    Hartford, CT
    6 days ago
  • $40 per hour

     ...organization around the world. As Senior Director, Direct Distribution Strategy, you will support these areas...  ...15% discount to help build your financial future Paid parental leave - Because...  ...Financial security for your future - Our retirement plans make it easier to save for... 
    Senior
    Retirement
    Work experience placement
    Remote work
    Night shift

    Hilton

    Hartford, CT
    5 days ago
  • $94.9k - $130.5k

     ...our caring community The CenterWell Senior Strategy Consultant provides data-based...  ...will also involve building high-level financial/business models and investment cases and...  ...medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid... 
    Senior
    Retirement
    Full time
    Temporary work
    Apprenticeship
    Remote work

    Humana

    Hartford, CT
    3 days ago
  • $95.6k - $153.9k

     ...Manager, Tools & Outdoor Strategy – Hybrid 3 Days in...  ...brands and regions to senior leadership and...  ...understanding of market dynamics, financial drivers, and industry...  ...: Have access to a wealth of learning resources,...  ...program, disability, retirement benefits, Employee Stock... 
    Senior
    Retirement
    Local area

    Stanley Black and Decker

    New Britain, CT
    5 days ago
  • $135k - $150k

    Lead Financial Planner Private Wealth | RIA Environment| CFP Required Hartford, CT $135,000 - $150,...  ...client base. You quarterback complex strategies across retirement, tax, estate, wealth transfer,...  ...it down. You are currently a Senior Advisor, Lead Planner, or on a Partner... 
    Retirement
    Local area

    MOHR Talent

    Hartford, CT
    4 days ago
  • $135k - $150k

    Private Wealth Advisor (CFP) - Lead Role Bloomfield, CT |$135,000 - $150,000 + Bonus...  ...‑focused wealth firm is seeking a Lead Financial Planner / Advisor to take ownership of an established...  ...Deliver comprehensive financial plans (retirement, tax, estate) Guide clients through... 
    Retirement
    Full time
    Local area
    Weekday work

    MOHR Talent

    Bloomfield, CT
    3 days ago
  • $86.3k - $118.7k

     ...a part of our caring community The Strategy Advancement Senior Professional designs and implements...  ...management consulting experience Strong financial acumen, including experience...  ...dental and vision benefits, 401(k) retirement savings plan, time off (including paid... 
    Senior
    Retirement
    Full time
    Temporary work
    Apprenticeship
    Work at office
    Remote work

    Humana Inc

    Hartford, CT
    2 days ago
  • $150k

     ...understanding of underwriting. Compensation includes a salary of $150,000 and extensive benefits such as medical insurance, PTO, and retirement plans. Successful candidates will establish relationships with key producers and develop sales strategies. #J-18808-Ljbffr Aflac
    Senior
    Retirement
    Remote work

    Aflac

    Farmington, CT
    3 days ago
  • $80k - $90k

    Job Description Merrill Wealth Management is a leading provider...  ...management, including planning for retirement, education, legacy, and...  ...and guidance. Merrill's Financial Advisors and Wealth Management...  ...planning and investment strategies for a client Completing mandated... 
    Retirement
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Farmington, CT
    4 days ago
  • $87.4k - $253k

     ...extraordinary career. With Accenture Strategy, you can put your theories and...  ...way the world works and lives. The Financial Services Strategy Manager/Senior Manager applies deep business...  ...Financial Services, with a focus on Retirement or Insurance (P&C and/or Life), including... 
    Senior
    Retirement
    Live in
    Work at office
    Local area

    Accenture

    Hartford, CT
    4 days ago
  • $144k - $190k

     ...application status. The Opportunity Faro is looking for a Senior Manager, Customer Strategy to join our growing team. In this role, you will partner...  ...Benefits Health Care Plan (Medical, Dental & Vision) Retirement or Pension Plan Stock Option Plan Life Insurance (... 
    Senior
    Retirement
    Temporary work
    Remote work
    Work from home
    Home office
    Flexible hours

    Faro-Health-Inc.

    Hartford, CT
    4 days ago
  • Teradata Corporation (SE) is seeking a Senior Principal Architect to oversee technical architecture and lead major initiatives within...  ...senior engineering professionals, shape the company's technical strategy, and present to executive teams. The position prioritizes... 
    Senior

    Teradata Corporation (SE)

    Hartford, CT
    1 day ago
  • $184.6k - $276.8k

    A leading technology firm in Farmington, CT is looking for a Senior HR Director to lead the HR function and ensure alignment with business strategies. The role involves developing talent acquisition and retention strategies, managing employee relations, and implementing... 
    Senior

    IDEX Corporation

    Farmington, CT
    3 days ago
  • $132.4k - $251.6k

     ...responsible for integrating software functions into enterprise strategy. This role involves leading complex negotiations for software...  ...negotiation, strong business acumen, and the ability to present financial information effectively. Benefits include medical insurance,... 
    Senior

    RTX

    Farmington, CT
    4 days ago
  • $124k - $211k

     ...Connecticut seeks a Lead Actuary to perform complex pharmacy pricing and rebate analyses, partner with clinical and sales teams on pricing strategies, and mentor junior team members. The ideal candidate will have at least 8 years of actuarial experience, strong analytical skills... 
    Senior

    Prime Therapeutics

    Hartford, CT
    8 days ago
  • $112.7k - $169.1k

     ...special for you. Job Title: Senior Applications Engineer...  ...estimates and support pricing strategy through accurate component costing...  ...driven role Understands the financial impact of engineering...  ...include: Health benefits, 401(k) retirement savings program with company... 
    Senior
    Retirement
    Local area
    Worldwide

    IDEX

    Farmington, CT
    1 day ago
  • Tax Senior page is loaded## Tax Seniorlocations: Farmington, CTtime...  ...for the preparation of financial information for our clients,...  ...develop proactive tax planning strategies for clients, identifying...  ...and vision coverage, 401(k) retirement plans, and generous paid time... 
    Senior
    Retirement
    Work at office
    Local area
    Flexible hours

    Uhy Llp

    Farmington, CT
    5 days ago
  • LEAD ADVISOR, LLC is a wealth management consulting and search firm. This role is for a...  ...through long-term client retention. Create financial plans for clients with complex...  ...holistic financial planning, investment strategy, and long-term client relationships. #J... 

    Lead Advisor

    Hartford, CT
    2 days ago
  • $150k - $160k

    Wealth Advisor Location: West Hartford, CT Salary: $150,000 - $160,000 base salary, based...  ...committed to comprehensive, holistic financial planning. Our team-oriented culture thrives...  ...participation as part of our succession strategy. Who You Are: You see being a financial... 
    Full time

    Entrust Wealth Partners, LLC.

    Hartford, CT
    4 days ago
  • $124k - $186k

     ...Continuous Improvement (CI) strategies with a sustaining impact on...  ...maintain operational continuity. Financial & Resource Impact: Identify...  ...and regular updates to Senior Leadership regarding event outcomes...  ...: Health benefits, 401(k) retirement savings program with company... 
    Senior
    Retirement
    Temporary work
    Work at office
    Local area

    IDEX Corporation

    Farmington, CT
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planner - Wealth & Retirement Strategy. Be the first to apply!