Financial Planner
Soteria Reinsurance Ltd.
A leading financial services company seeks a Financial Consultant in Connecticut. In this role, you will engage with customers face-to-face and provide personalized financial planning and investment solutions. Strong relationship-building skills and FINRA licenses are required. The position offers competitive rewards, ongoing training, and a hybrid work setup, balancing on-site and remote work. If you are driven by results and enjoy mentoring clients towards their financial goals, this is the opportunity for you. #J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Financial Planner in Greenwich, CT vacancy
- ...Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within...SuggestedSelf employmentWork at office
Titan Wealth Holdings Limited
Port Chester, NY3 days ago $200k
...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build...SuggestedFull timeCitigroup Inc.
Greenwich, CT4 days ago£38k per year
...Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are...SuggestedFull timeApprenticeshipFlexible hoursLime Search & Select Ltd
Port Chester, NY2 days ago$94k - $104k
...you’ll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Senior Financial Analyst, Corporate FP&A Location: Stamford, CT Job Type: FT About the Role: The Senior Financial Analyst, Corporate FP&A serves...SuggestedPermanent employmentFull timeWork at office- ...are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources * Develop and maintain a high degree of visibility for...SuggestedHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Purchase, NY1 day ago $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...Hourly payFull timeFlexible hoursWeekend work- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Fairygodboss
Greenwich, CT3 days ago - JPMorganChase is seeking an Associate Relationship Banker to welcome clients in our branch and provide thoughtful financial solutions. You will use the latest banking tools to deliver accurate service and build lasting relationships with customers. In this role, you will...
- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...
- ...Connecticut, Rhode Island and Massachusetts. What You’ll Do Serves as a primary point of contact to investigate and determine the patient’s financial responsibility for services rendered and collect the patient’s responsibilities prior to scheduled procedures. Responsibilities/...Work at officeLocal area
Spire Orthopedic Partners
Stamford, CT1 day ago $150k - $180k
...of the Best Places to Work in 2025, this Firm is among the world's largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Greenwich, CT, market, offering an extraordinary opportunity to step into a role where your expertise is...Flexible hoursAscendHire
Stamford, CT2 days ago- ...About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long‑term...Flexible hours
Wealthbridge-Financial-Group
Riverside, CT1 hour ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Stamford, CT1 day ago- ...Connecticut. This role offers a flexible schedule, allowing you to work from home while providing virtual consultations to secure families’ financial well-being. You will assess client needs, build lasting relationships through consistent check-ins, and complete necessary...Work from homeFlexible hours
Aogarciaagency
Stamford, CT2 hours ago $100k
...other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained...Hourly payWork at officeShift workDay shiftBank of America
Stamford, CT19 hours ago- ...speak five languages, and are committed to making money a force for good. We are looking to hire a dynamic investment advisor with financial planning experience. Responsibilities include maintaining client relationships, managing portfolios, creating financial plans...Work at officeLocal areaRemote workFlexible hours
Ivy Way Placements
Stamford, CT2 days ago $61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and...For contractorsWork at officeNorthwestern Mutual
Stamford, CT19 hours ago$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1 North Main Street - Port Chester, New York 10573 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shiftKeyCorp
Port Chester, NY2 days ago$60k
...kind, caring, friendly Series 65 CFP or CFA Bachelor’s degree in finance or a related field; top grades Previous experience as a financial planner or financial analyst Excellent excel, word, power point, and Emoney skills Excellent communications and presentation skills...Sleeping nightsInvestment Boutique in Stamford, CT
Stamford, CT4 days ago- ...that's equally invested in your continued growth. At Baystate Financial, we believe our advisors deserve the same level of attention and... ...of experience as a Financial Advisor, Wealth Advisor, Financial Planner, or related advisory role. Demonstrated success managing and...Temporary work
Baystate Financial
Stamford, CT2 days ago £38k per year
...A financial advisory firm in Chester is seeking a Paraplanner to join their team. The role involves preparing financial analyses, providing technical support, and maintaining compliance with regulations. Candidates should have 3-4 years of relevant experience or be working...Flexible hoursLime Search & Select Ltd
Port Chester, NY2 hours ago- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Fairygodboss
Greenwich, CT2 days ago - ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Chase
Greenwich, CT4 days ago $150k - $180k
...investment banking experience, ideally including exposure to complex, multi-entity, or multinational structures Strong Excel and financial modeling ability, able to build a 3-statement model solo and stand behind every line of it A genuine interest in applying AI and automation...Flexible hours3 days per weekHoxton Circle
Stamford, CT20 hours ago- ...The firm has an excellent reputation and is held in high regard. RESPONSIBILITIES Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance and alignment with strategic objectives. Lead core financial...
Coda Search│Staffing
Stamford, CT4 days ago $100k - $115k
...act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring...Temporary workMorgan Stanley
Purchase, NY4 days ago- ...Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management. Ideal candidates have over six years of relevant...
Fairygodboss
Greenwich, CT1 hour ago $150k - $190k
NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and...NewEdge Capital Group
Stamford, CT2 hours ago- ...Consulting: Advising companies on best practices for recruitment and talent retention. Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities. Job Description Wealth Advisor – Build Your Legacy, Empower...Full timeWork at officeRemote workFlexible hours
Ivy Way Placements
Stamford, CT2 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Stamford, CT19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- financial planner Greenwich, CT
- financial planning associate Greenwich, CT
- associate corporate finance Greenwich, CT
- wealth advisor Greenwich, CT
- financial consultant Greenwich, CT
- jde finance consultant Greenwich, CT
- financial advisor Greenwich, CT
- finance associate Greenwich, CT
- financial planning administrator Greenwich, CT
- financial associate Greenwich, CT