NewPersonal Injury Attorney JobotPersonal Injury AttorneyNew Haven, CT$110,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewWealth Advisor, Schwab Wealth Advisory Charles Schwab CareersWealth Advisor, Schwab Wealth AdvisoryTOWN OF STAMFORD, CTClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
NewSr. Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab CareersSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryTOWN OF STAMFORD, CTTime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Certified Financial Planner (CFP) Ivy Way PlacementsCertified Financial Planner (CFP)Shelton, ConnecticutAs 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.
Senior Financial Planner Kestra Financial Independent AdvisorSenior Financial PlannerAvon, CTThe 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.
Financial Planner Career Changers Wanted Greater Hartford Wealth ManagementFinancial Planner Career Changers WantedWest 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.
Entry-Level Financial Investment Planner (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote)Stamford, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Entry-Level Financial Investment Planner (Remote) (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote) (Remote)Stamford, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Financial Solutions Advisor - New Canaan Financial Center Bank of AmericaFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, ConnecticutKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Wilton Financial Center Bank of AmericaFinancial Solutions Advisor - Wilton Financial CenterWilton, ConnecticutKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Advisor Northwestern MutualFinancial AdvisorStamford, Connecticut$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Services Professional - CT, Stamford (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - CT, Stamford (5261)Stamford, CT$250–$1,000420626'',''true'',''420626'',''false'',''Submission for the position: Financial Services Professional - CT, Stamford (5261) - (Job Number: 260000FL)'',''false'',''420626'',''false'',''true'',''Financial Services Professional - CT, Stamford (5261)'',''260000FL'',''UNITED STATES-CT-Stamford'',''UNITED STATES-CT-Stamford'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420626'',''420626'',''true'',''420626'',''false'',''Submission for the position: Financial Services Professional - CT, Stamford (5261) - (Job Number: 260000FL)'',''false'',''420626'',''false'',''true''.
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.
Experienced Financial Advisor AmeripriseExperienced Financial AdvisorGlastonbury, ConnecticutOur 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.
Financial Advisor Ameriprise Financial IncFinancial AdvisorGlastonbury, CTOur 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.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral 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.
Lead Financial Advisor Sterling Inspired Staffing.Lead Financial AdvisorConnecticutPosition 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.
Financial Solutions Advisor - Southern CT. Market Bank of AmericaFinancial Solutions Advisor - Southern CT. MarketCheshire, ConnecticutKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketAvon, CT$70,000–$80,000 / yearKey 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.
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.