79 Results for

Certified Financial Planner Jobs in Connecticut

Jobs

Certified Financial Planner (CFP) Ivy Way Placements

Shelton, Connecticut

As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important nancial guidance to people looking to protect and build their wealth. Position Summary: As a Financial Advisor with our client’s firm, you will play a critical role in shaping clients’ financial futures through comprehensive planning, investment management, and financial guidance.

30+ days ago

Senior Financial Planner Kestra Financial Independent Advisor

Avon, CT

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.

30+ days ago

Financial Solutions Advisor - Wilton Financial Center Bank of America Corp

Wilton, CT

$70,000–$80,000 / year

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

30+ days ago

Financial Solutions Advisor - Avon Financial Center Bank of America Corp

Avon, CT

$70,000–$80,000 / year

22 days ago

Financial Solutions Advisor - Wallingford Financial Center Bank of America Corp

Wallingford, CT

$70,000–$80,000 / year

1 day ago

Experienced Financial Advisor Ameriprise

Glastonbury, Connecticut

Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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.

24 days ago

Financial Advisor Ameriprise Financial Inc

Glastonbury, CT

Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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.

30+ days ago

Financial Advisor Northwestern Mutual

New Haven, Connecticut

$61,000–$250,000 / year
Full time

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

2 days ago

Lead Financial Advisor Sterling Inspired Staffing.

Connecticut

Position Overview: The Lead Advisor will work closely with senior advisors, operations teams, and investment specialists to assist in managing client relationships, executing financial plans, and optimizing investment strategies. Prepare and deliver client presentations and financial plans, helping to educate and guide clients in their financial decision-making.

30+ days ago

Financial Services Professional - CT, Stamford (5261) Equitable Financial Life Insurance Company

Stamford, CT

$250–$1,000

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30+ days ago

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Bank

Greenwich, Connecticut

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

30+ days ago

Director, Financial Planning Financial Engines

Farmington, CT

$125,000–$350,000 / year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Director, Financial Planning Financial Advisors

Farmington, Connecticut

Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Director, Financial Planning Edelman Financial Engines LLC

Farmington, CT

$125,000–$350,000 / year

30+ days ago

Director, Financial Planning Edelman Financial Engines

Farmington, Connecticut

$125,000–$350,000 / year

5 days ago

Financial Solutions Advisor - Southern CT. Market Bank of America Corp

New Canaan, CT

$70,000–$80,000 / year

30+ days ago

Financial Solutions Advisor - Pioneer Valley Market Bank of America Corp

Avon, CT

$70,000–$80,000 / year

30+ days ago

Financial Solutions Advisor - Private Bank Office Bank of America

Hartford, Connecticut

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).

30+ days ago

Financial Advisor Alera Group Inc

Wethersfield, CT

$80,000–$85,000 / year

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.

30+ days ago

Financial Advisor Wealth Enhancement Group LLC

Hartford, CT

$150,000–$170,000 / year

The ideal candidate is passionate about serving clients, delivering sophisticated planning solutions, and helping individuals and families achieve their long-term financial goals while providing a best-in-class client experience. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

30+ days ago

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Certified Financial Planner Jobs in Connecticut

Certified Financial Planner (CFP) Ivy Way Placements

Senior Financial Planner Kestra Financial Independent Advisor

Financial Solutions Advisor - Wilton Financial Center Bank of America Corp

Financial Solutions Advisor - Avon Financial Center Bank of America Corp

Financial Solutions Advisor - Wallingford Financial Center Bank of America Corp

Experienced Financial Advisor Ameriprise

Financial Advisor Ameriprise Financial Inc

Financial Advisor Northwestern Mutual

Lead Financial Advisor Sterling Inspired Staffing.

Financial Services Professional - CT, Stamford (5261) Equitable Financial Life Insurance Company

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Bank

Director, Financial Planning Financial Engines

Director, Financial Planning Financial Advisors

Director, Financial Planning Edelman Financial Engines LLC

Director, Financial Planning Edelman Financial Engines

Financial Solutions Advisor - Southern CT. Market Bank of America Corp

Financial Solutions Advisor - Pioneer Valley Market Bank of America Corp

Financial Solutions Advisor - Private Bank Office Bank of America

Financial Advisor Alera Group Inc

Financial Advisor Wealth Enhancement Group LLC

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