Financial Planner
$50kVera Financial
Location Remote (United States, Puerto Rico, and Canada) Position Type 100% Commission-Based (NOT a W2 position/NO base salary) Average Yearly Compensation Potential $50,000+ based on performance. About Us Join our dynamic team dedicated to empowering individuals and families to achieve their financial goals. We are a forward‑thinking organization committed to providing innovative financial education and solutions to low and middle‑income families. Our collaborative work environment fosters growth, support, and a shared mission to make a positive impact in the lives of our clients. Position Overview We are seeking passionate and motivated Financial Strategy Planners to join our remote team. In this fully commission‑based role, you will have the opportunity to work from the comfort of your home or any location with internet access. As a Financial Strategy Planner, you will guide clients through their financial journeys, offering tailored solutions that meet their unique needs for reliable retirement plans, head start plans for children, long‑term care, wills, trusts, estate planning, and more. This is NOT a 9‑5 job. It is a business opportunity for those who want to have full control of their income, whether full‑time or part‑time. Key Responsibilities Educate clients on financial products and services, helping them make informed decisions. Provide personalized financial solutions to individuals and families. Build and maintain lasting relationships with clients based on trust and expertise. Collaborate with team members to share best practices and strategies for success. Stay updated on industry trends and financial regulations to provide accurate advice. What We Offer Competitive commission structure with the potential to earn $50,000+ (based on performance). Flexible work schedule with the ability to work from anywhere. A supportive and collaborative team environment. Opportunities for professional development and growth. How to Apply If you are ready to make a difference in people’s lives through financial education and support, we want to hear from you! Please submit your resume and a brief cover letter outlining your interest in the position and relevant experience to View email address on click.appcast.io . Our Mission Join us in our mission to empower individuals and families with sound financial advice and strategic planning. Together, we can create a brighter financial future for our clients! #J-18808-Ljbffr
$120k - $180k
$120K–$180K Base + Bonus Opportunities | Hybrid – Fairfield, CT (Mondays in office) We’re hiring a Lead Financial Planner/Advisor on behalf of a fast-growing, planning-first wealth management firm in Southern Connecticut. This isn’t a back-seat support role. This is a true...SuggestedWork at officeRemote work- ...professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the... ...build a secure future. About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals...SuggestedFull timeSummer workInternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$110k - $130k
...Be among the first 25 applicants Base pay range $110,000.00/yr - $130,000.00/yr Additional compensation types Annual Bonus Financial Planner - Hybrid schedule: only 1-2 days in-office Boutique, fast-growing RIA in Fairfield, CT seeks a CFP-level Financial Planner to...SuggestedFull timeWork at officeRemote work- A fraternal financial service organization seeks a Financial Representative in Connecticut. This role focuses on providing tailored financial guidance to families, supporting member programs, and building client relationships. Ideal candidates will show integrity, leadership...Suggested
- Vera Financial in the United States invites motivated individuals to join as Financial Strategy Planners. This is a fully remote, 100% commission-based opportunity from home or any location with internet access. You will guide clients through retirement plans, head start...SuggestedRemote jobWork from home
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you’ll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...Hourly payImmediate start- ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...
$18.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work- 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...
- ...Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services...Work experience placement
$18.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Part timeFlexible hoursWeekend work- 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...
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office- ...At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward...Full timePart timeWork at officeImmediate start
$87.4k - $123.4k
...Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...customers achieve financial freedom. Empower Yourself. The Financial Planner - Retail will develop and deliver comprehensive financial plans...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. Core responsibilities include triaging client leads, making... ...professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) Obtained...Temporary workMonday to FridayShift workDay shift- ...Work . Connecticut Wealth Management (CTWM) is a well‑established, fast‑growing, independent, registered investment advisory firm. Financial Advisors are responsible for managing and retaining ongoing client relationships, either independently for “smaller” clients or in...Temporary workLocal area
$24 - $30 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work$125k - $200k
...services. Acquire new relationships through centers of influence, targeted prospecting, and referral channels. Conduct detailed financial reviews and structure tailored lending, deposit, and investment solutions. Partner with internal specialists (credit, trust, investments...Full time- Centreville Bank is seeking a Banker to deliver exceptional customer service at its Connecticut branch. Responsibilities include assisting with account openings, preparing loan applications, and cross-selling banking products. Preferred candidates will have a high school...
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Shift workWeekend workDay shift
- ...Join to apply for the Financial representative role at Modern Woodmen of America . Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...Local area
$22.61 - $37.67 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals* Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly pay- ...looking for a part-time Relationship Banker I in Hartford, Connecticut. This role involves providing banking services, processing financial transactions, and enhancing customer relationships. Qualified candidates will have strong customer service skills, a high school diploma...Part timeFlexible hours
- ...Job Description Reporting to the Associate Director of Financial Aid, the Financial Aid Counselor assists in upholding the highest levels of customer service to all Trinity students as it relates to institutional aid processes, timelines, and communication supporting the...Work at office
$110k - $130k
...Fairfield County, CT | Onsite | $110,000–$130,000 Base A boutique, family-owned wealth management firm is seeking a Certified Financial Planner (CFP) to join their growing team. This is a unique opportunity to work closely with the firm’s founder, gain hands-on mentorship...Full timeLocumLocal areaRelocation- ...Financial Solutions Advisor - Pioneer Valley Market West Hartford, Connecticut;Branford, Connecticut; Avon, Connecticut; Vernon, Connecticut... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...sales-focused outreach, and complying with regulations. You will play a key role in identifying customer needs and providing tailored financial solutions. The ideal candidate has strong customer service skills, effective communication abilities, and a commitment to...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At...Work at officeWork from homeHome officeFlexible hours$80k - $85k
...OVERVIEW Financial Advisor - Wealth Services Location: On-Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We...Work at officeLocal area
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