Wealth Advisor Transcend Practice ManagementWealth AdvisorCheshire, CTRecommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.
Financial Planner Career Changer Opportunity Greater Hartford Wealth ManagementFinancial Planner Career Changer OpportunityWest Hartford, CTFull timeUnder the leadership of Jen Vitas, named one of the Top 50 Women Chief Development Officers of 2025 by Women We Admire , our firm is rooted in integrity, bold leadership, and fierce advocacy for our clients, team members, and community. Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Springfield, MASpringfield, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Financial Planner Career Changer Opportunity Northwestern Mutual - Greater SpringfieldFinancial Planner Career Changer OpportunitySpringfield, MAFull timePassionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.
["Beauty Advisor, Holyoke Mall at Ingleside - Flex","Beauty Advisor, Holyoke Mall at Ingleside - Flex"] Macys["Beauty Advisor, Holyoke Mall at Ingleside - Flex","Beauty Advisor, Holyoke Mall at Ingleside - Flex"]HolyokeDrive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education* Meeting and surpassing daily sales goals by delivering exceptional service* Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience* At least 1 year of customer service or selling experience requiredEssential Physical Requirements You Will Perform* This position requires talking, lifting, constant moving, standing, and reaching with arms and hands* Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level* Requires close vision, color vision, depth perception, and focus adjustment* Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactionsWhat We Can Offer YouJoin a team where work is as rewarding as it is fun! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives.
Financial Planner Career Changer Opportunity Northwestern MutualFinancial Planner Career Changer OpportunitySpringfield, MassachusettsPassionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MASpringfield, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Practice Management Consultant - Financial Management Massachusetts Mutual Life Insurance CompanyPractice Management Consultant - Financial ManagementSpringfield, MA$159,800–$209,700 / yearThe Impact: Provide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession. The role supports top advisors and teams in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession.
Practice Management Consultant - Financial Management MassMutualPractice Management Consultant - Financial ManagementSpringfield, MassachusettsProvide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession. The role supports top advisors and teams in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession.
Director, Financial Planning Financial EnginesDirector, Financial PlanningFarmington, CT$125,000–$350,000 / yearRecognized 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.
Private Client Advisor KeyCorpPrivate Client AdvisorManchester, CTLicenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required). Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningFarmington, CT$125,000–$350,000 / yearRecognized 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.
Financial Planning Specialist Kestra Financial Independent AdvisorFinancial Planning SpecialistAvon, CTIn this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorManchester, CTCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Wealth Management Advisor (West Hartford, CT) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (West Hartford, CT)West Hartford, CT$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor (West Hartford, CT) TIAAWealth Management Advisor (West Hartford, CT)West Hartford, CT$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Client Advisor with Athletic Background Greater Hartford Wealth ManagementClient Advisor with Athletic BackgroundWest Hartford, CTFull timePassionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
AVP, Advisor Aon PlcAVP, AdvisorWest Hartford, CT$88,000–$120,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
AVP, Advisor NFP CorpAVP, AdvisorWest Hartford, Connecticut$88,000–$120,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.
Wealth Advisor - Sikorsky Credit Union LPL FinancialWealth Advisor - Sikorsky Credit UnionTrumball, Connecticut$58,500–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.