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
- ...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...SeniorRetirement
- 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
- ...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
- 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 TDSuggested
$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...RetirementLocal area- ...) 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...SeniorRetirement
- 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...RetirementWork at officeLocal area
- ...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...SeniorRetirementFull time
- ...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 CompanySeniorRetirement
- 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
$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...SeniorRetirementWork experience placementLocal area$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...SeniorRetirementWork experience placementRemote workNight shift$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...SeniorRetirementFull timeTemporary workApprenticeshipRemote work$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...SeniorRetirementLocal area$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...RetirementLocal area$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...RetirementFull timeLocal areaWeekday work$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...SeniorRetirementFull timeTemporary workApprenticeshipWork at officeRemote work$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 AflacSeniorRetirementRemote work$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...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift$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...SeniorRetirementLive inWork at officeLocal area$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 (...SeniorRetirementTemporary workRemote workWork from homeHome officeFlexible hours- 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
$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$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$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$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...SeniorRetirementLocal areaWorldwide- 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...SeniorRetirementWork at officeLocal areaFlexible hours
- 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...
$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$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...SeniorRetirementTemporary workWork at officeLocal area
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