Financial Planner
Modern Woodmen
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 skills, and a commitment to enhancing the financial lives of others. Comprehensive training and benefits, including medical insurance and retirement plans, are offered. Join us to make a positive impact in your community. #J-18808-Ljbffr
$75k - $95k
...Associate Financial Planner Compensation: $75,000 – $95,000 base (flexible based on experience & CFP status) Location: Farmington, CT Overview A Financial Planning Specialist role designed for a detail-oriented and client-focused professional to support the delivery of...SuggestedLocal areaFlexible hours$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...SuggestedFlexible hoursWeekend work- ...Webster Bank is seeking an individual producer to support Region Banking Centers, handling customer financial transactions and needs-based sales, while building strong partnerships with business lines. You will learn to identify financial needs and present suitable products...Suggested
$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...SuggestedHourly payLocal area- 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...Suggested
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to... ...apply to fully remote roles.Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA...Full timeWork at office
- ...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
- ...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...
$20.43 - $34.05 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...Hourly pay$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at office- ...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
$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- ...Associate Relationship Banker to represent our brand and culture with hospitality at a Chase Branch. You will welcome clients, apply financial knowledge to tailor solutions, and help address their banking needs to support branch success. You will build lasting client...
- ...The Opportunity A well-established, planning-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices (Farmington). This role is ideal for a motivated advisor who thrives in a relationship-based environment and enjoys both servicing existing clients...Work at officeLocal area
- ...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
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work at office$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’re seeking...Work at officeLocal area- ...marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and...Work at officeWeekday work
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful...Flexible hours$72.8k - $130k
...serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant will be the assistant Oracle EPM administrator. Oracle EPM is the SG&A forecasting software used by Optum with a focus...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work$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$99.1k - $163.4k
...strengthen the Company's credit risk position. You will apply highly developed analytical, conceptual, and technical skills to evaluate financial information and make sound credit and collateral recommendations. What Will You Do? Serve as the primary Credit Risk Management...Full timeLocal area$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area$59.1k - $196k
...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant,...Full timeWork experience placementLive inWork at officeLocal area$102.8k - $154.2k
...every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Financial Analysis Consultant will be a key member of the Claims Finance team, reporting directly to the Director of Claims Finance. This...Full timeTemporary workWork at office- ...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...Full timeSummer workInternshipWork at officeVisa sponsorshipFlexible hours
$60k
...DIFFERENTLY! Northwestern Mutual has more than 170 years of experience in changing people’s lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL ~ Fortune 500 Ranked 109th 2026 ~ Revenue 2025 $41 billion ~ The industry leader in dividend...Full timeWork at officeRemote work$105.4k - $207.8k
...meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead...Local areaVisa sponsorship$116.2k - $229.1k
...as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed business decisions. This role supports finance transformation...Local areaVisa sponsorship$1,000 per month
...COLLEGE FINANCIAL REPRESENTATIVE FALL INTERNSHIP 2026 This ad is for Springfield, MA and Hartford, CT offices only. About the Company For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine...Full timeFor contractorsInternshipLocal area
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