Senior Financial Planner
Kestra Financial Independent Advisor
We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred). Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment. #J-18808-Ljbffr Kestra Financial Independent Advisor
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner in Avon, CT vacancy
- Kestra Financial Independent Advisor is seeking an experienced Senior Financial Planner to provide comprehensive financial planning and wealth management services. The ideal candidate will have in-depth expertise across financial planning strategies, investment management...Senior
- Otis is seeking a Senior Associate in Digital Technology Finance to support financial planning, reporting, and governance for key digital platforms. The role involves collaboration with technology and finance teams to enhance financial processes catering to a growing digital...Senior
$80k - $90k
Otis Elevator Co. is looking for a Senior Associate in Digital Technology Finance in Farmington, CT. This role supports financial planning and reporting for digital platforms and collaborates with finance and technology teams. Candidates should have a Bachelor’s degree...Senior- First Commonwealth Bank is seeking a Senior Relationship Banker in Bloomfield to enhance customer financial health through relationship building and financial solutions. This role involves managing client relationships, ensuring operational compliance, and participating...Senior
- Location: Bloomfield, 4900 Liberty Avenue, Pittsburgh, PA 15224, USA As a Senior Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role...SeniorLive outWork at office
$100k - $110k
Nuveen in Connecticut is looking for a Wealth Management Advisor to enhance client relationships and deliver tailored financial solutions. The advisor will utilize a robust array of resources and solutions to support clients in achieving their financial objectives. The...Senior- Ernst & Young Oman is seeking a Senior Associate for the Engagement Business Advisor role in Hartford, Connecticut. The position offers a unique opportunity to manage financial and operational activities, serving as a trusted advisor to various stakeholders. Candidates...SeniorFlexible hours
- 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
- 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
- Baylor Scott & White Health is seeking a Financial Advisor II, a fully remote role for seasoned financial experts. The position involves complex financial analysis, budget preparation, and efficiency analysis to support organizational goals. The ideal candidate will possess...SeniorRemote job
- Ernst & Young Oman is seeking a Manager in Technology Analysis to enhance SAP solutions. You will bridge business needs and technology, overseeing project delivery while engaging with clients. The ideal candidate has extensive SAP ERP experience, emphasizing risk management...Senior
$80k - $90k
Senior Associate Digital Technology Finance The Senior Associate, Digital Technology Finance supports financial planning, reporting, and governance for key digital platforms across the organization. This role partners closely with Digital Technology and Finance teams to...SeniorWorldwide- The Siegfried Group, based in Connecticut, is seeking talented professionals in accounting and finance. The ideal candidate will have an undergraduate degree and experience as an external auditor with a knack for analytical and technical skills. Responsibilities include...Senior
- JPMorgan Chase & Co. is looking for a Senior Home Lending Advisor in Hartford, Connecticut. You will utilize your mortgage lending expertise to guide clients through the home loan process while working closely with banking teams. The position requires a Bachelor's degree...SeniorWork from home
- ...+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting... ...proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong...SeniorWork at officeLocal areaImmediate start
$143k - $243k
A pharmacy benefit management company is seeking a Senior Principal Actuary to provide actuarial direction and support. This remote role involves creating innovative actuarial models, leading pricing initiatives, and influencing senior leadership. Ideal candidates will...SeniorRemote workPrime Therapeutics
Hartford, CT1 day ago- ...A leading global professional services firm is seeking a Senior Technology Analyst for an Oracle Cloud Finance role. This position involves... ...in an ERP implementation role, with skills in Oracle Financial Applications. This role offers a competitive salary and a flexible...SeniorFlexible hours
Ernst & Young Oman
Hartford, CT2 days ago - ...accounting & finance firm in the United States is seeking accounting and finance professionals, including CPAs, Audit Managers, and Senior Accountants. This role offers competitive compensation, comprehensive benefits including healthcare and paid time off, and numerous...Senior
- A financial services firm is seeking an Associate Financial Planner in Farmington, CT, to assist in developing and managing client financial plans. This role is ideal for a detail-oriented professional with over 2 years of experience in financial planning and a strong understanding...
$75k - $95k
Associate Financial Planner Compensation: $75,000 - $95,000 base (flexible based on experience & CFP status) Location: Farmington, CT Overview... ...planning services. This position partners closely with a Senior Financial Planner and offers hands‑on mentorship, structured...Local areaFlexible hours- ...many of the nation’s largest corporations on their most important financial and accounting projects of critical strategic significance.... ...Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking...SeniorWork at officeLocal areaImmediate start
$115k - $165k
...Maximus is seeking a Principal Analyst - Senior Pricer in Hartford, CT. This is a remote position requiring extensive experience with Federal DoD Pricing and financial proposal development. Responsibilities include competitive cost analysis, leading pricing strategy discussions...SeniorRemote workMAXIMUS
Hartford, CT4 days ago- A leading financial services firm is seeking a Relationship Banker in Farmington to deliver exceptional customer service and manage relationships. The ideal candidate will have at least a year of experience in retail banking or financial services and possess excellent communication...
- Quality Talent Group is seeking bankers in West Simsbury, Connecticut, to join their Consumer, Small, and Business Banking division. The role demands a focus on customer relationship building, assisting clients with accounts and services, and ensuring compliance with regulations...
- ...outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will...Immediate startAfternoon shift
- Quality Talent Group is seeking bankers for a leading financial services employer. This position involves building customer relationships, assisting with account management, and ensuring compliance with regulations. Ideal candidates should have a commitment to professionalism...
- Quality Talent Group is seeking bankers to join a leading national bank's Consumer, Small, and Business Banking division in Weatogue, Connecticut. The role offers a chance to develop your career while providing excellent service to customers. The ideal candidate will have...
- Ernst & Young Oman is seeking a Senior in Technology Analysis to enhance business operations through SAP technology. Your responsibilities will involve translating business requirements into technical specifications and leading project streams while collaborating with...Senior
- A leading global professional services firm is seeking a Senior Technology Analyst for an Oracle Cloud Finance role. This position involves... ...in an ERP implementation role, with skills in Oracle Financial Applications. This role offers a competitive salary and a flexible...SeniorFlexible hours
$116.2k - $229.1k
...ends on 09/14/2026. Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ...Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining...SeniorVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner. Be the first to apply!
