165 Results for

Financial Planning Jobs in Bloomfield, CT

Jobs

Hartford, CT7 days ago

$30–$36

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

West Hartford, CT7 days ago

$170,000–$210,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Wallingford, CTToday

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Hartford, CTToday

Hebron, CT7 days ago

$140,000–$170,000

springfield, CT9 days ago

$110,000–$120,000 Per Year
Full-time
Employee

Hartford, CT9 days ago

$20–$24 Per Hour

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery. Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics, delivering best-in-class experience for all our clients, with a full understanding of the complexity of their concerns.

Hartford, CT7 days ago

$120,000–$140,000

New!

Wallingford Center, CT5 days ago

It must be an established routine, ongoing, and systematic collection, analysis, interpretation, and dissemination of surveillance data to identify infections (i.e., HAI and community-acquired), infection risks, communicable disease outbreaks, and to maintain or improve resident health status. Consults with Infection Control Committee concerning the implementation of infection control program and helps in the development of data gathering, establishment of policies and procedures, and control measures.

New!

Bethany, CT1 day ago

$26.37–$31.16 Per Hour

Coordinate all aspects of product development and ensure compliance with ISO 9001 Product Development procedures, to include: R & D, Technical Services, Operations, Finance, Marketing and Sales Training. Key product development and product line management position responsible to coordinate market needs with company innovation initiatives to increase sales, profit and market share.

springfield, CT9 days ago

Full-time
Employee

Lead annual, quarterly, and long-range planning and forecasting processesBuild and maintain financial models to support strategic initiatives and investmentsAnalyze business performance, KPIs, and variances; provide actionable insights to leadershipPartner cross-functionally with Operations, Sales, Marketing, R&D, and corporate teamsSupport M&A activities including financial modeling, due diligence, and integration effortsDevelop reporting, dashboards, and data structures to enhance decision-makingContribute to enterprise projects, ensuring alignment, execution, and timely delivery. Bachelor’s degree in Finance, Accounting, or Economics (MBA preferred)5+ years of progressive finance experience with strong FP&A focusManufacturing experience strongly preferredAdvanced financial modeling and analytical skillsExperience with ERP systems and BI tools (e.g., Power BI) a plusStrong communication skills with ability to influence cross-functional stakeholders.

Wallingford, CT9 days ago

Full-time
Employee

What We’re Looking For7+ years of experience in FP&A or a related field, ideally in a complex or fast-paced environment Bachelor’s degree in Accounting, Finance or related fieldStrong experience with budgeting, forecasting, and financial modeling Solid understanding of financial statements and core accounting concepts (GAAP) Proven ability to partner with senior leaders and influence decision-making Strong analytical skills with the ability to identify risks and opportunities Advanced Excel, Tableau and/or Power BI skillsComfortable building presentations and communicating insights to executives A mindset focused on continuous improvement and problem-solving . Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

Waterbury, CT30+ days ago

$95,000–$110,000

Proficiency with Microsoft Office (Excel (Pivots, Vlookup etc.), Outlook, Teams. 7+ years of relevant work experience, with 3+ years of management experience.

Avon, CT30+ days ago

$80,000–$90,000

In 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.

Berlin, CT12 days ago

$107,890–$119,880 Per Year

Working with field operations, assists in developing Expense and Capital operating budgets which are derived from the Work Plan and performs analysis and reporting of Expense and Capital budget performance for the assigned areas. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.

Springfield, MA30+ days ago

Remote

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Berlin, CT12 days ago

$87,900–$97,670 Per Year

The Financial Analyst provides financial support to the Operations organization; coordinates and supports the Monthly Financial Reports; develops the departments’ financial budgets and five-year financial forecasts; regulatory plans; project analysis; and development of different reports tools. Coordinates and develops financial projections with input from Shared Services’ groups and disciplines from across the company includes financial forecasts, regulatory, corporate and field functional areas and accounts.

Hartford, CT30+ days ago

$79,100–$158,200 Per Year

Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.

West Hartford, CT30+ days ago

$70,000–$110,000

The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model.

Springfield, MA30+ days ago

$77,064–$95,804 Per Year

Baystate Health, a mission-driven academic healthcare system committed to building a resilient, future-ready workforce that supports exceptional patient care is seeking a Workforce Planning Partner to join our Workforce Planning team in Springfield, MA. You will serve as a trusted consultant to operational leaders and collaborate across Talent Acquisition, Talent Management, Compensation, HR Business Partners, and external partners to build sustainable talent pipelines.

Avon, CT30+ days ago

$90,000–$120,000

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.

West Hartford, CT30 days ago

Under 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.

Hartford, CT30+ days ago

Description: This role combines financial planning, data analytics, and systems leadership to support strategic decision-making and operational excellence across the HSB business units and functions. The role requires strong cross-functional collaboration across the finance organization and a deep understanding of financial systems, data architecture, and analytical tools.

New Britain, CT30+ days ago

$14–$18.80 Per Hour

What you will be doing Lead Generation + Holds self-accountable for prospecting a minimum of 1-2 hours each day + Obtains referrals from families served by the location + Networks and builds community and civic relationships + Explains and presents presentations to families served and referred families + Maintains and tracks activity levels to ensure productivity Build Relationships with Families + Responds to client inquiries in a timely, respectful, sensitive and professional manner • Connects with families through listening, honest communication and genuine concern • Develops an understanding of each family’s unique needs and offers solutions that provide value to them • Stays in touch with families to ensure satisfaction • Prepares for all appointments and performs all procedures with professionalism and attention to detail • Follows through on all customer problems and requests • Builds trust-based relationships to earn the right to ask for referrals • Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning Teamwork • Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future • Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service • Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales • Shares family concerns with rest of the SCI team We think our CEO, Tom Ryan, says it best: _“At SCI, we believe we are Better Together. Requirements & Qualifications + Must have the appropriate state funeral licensure or the ability to reciprocate license from another state + High level of integrity, dedication, and desire to succeed + Proficient with computers and technology with knowledge of MS Office Tools + Desire to help others and earn a competitive income + Ability to work well as part of a team and independently + Creative, outgoing, and energetic + Solid work history + May require insurance license This position may require the associate to obtain and maintain an insurance license in any state in which he/she conducts sales.

Springfield, MA30 days ago

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. 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.

Springfield, MA30 days ago

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. 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.

New Britain, CT30+ days ago

Full-time

Connecticut State Community College commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Master’s degree in accounting, business, student affairs, public administration, or related field together with four (4) or more years of experience in financial aid in a higher education setting, with at least two (2) years of supervisory experience; or a combination of education, training and experience which would lead to the competencies required for successful performance of the position’s essential duties.

Holyoke, MA30+ days ago

Remote

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

Hartford, CT30+ days ago

$48,000–$48,000

This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry.

Hartford, Connecticut23 days ago

$61,000–$250,000 Per Year

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.

Springfield, IN30+ days ago

Experience in the Finance and Insurance industry – for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

Hartford, CT30+ days ago

$40,000–$85,000

The role emphasizes education, professionalism, and ethical client engagement. Growth into education leadership, training, or management roles.

West Hartford, Connecticut23 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. 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.

Cheshire, CT30+ days ago

Full-time

This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. • Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering high-touch financial planning and investment management services.

Waterbury, CT30+ days ago

Full-time

Connecticut State Community College commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Under the direction of theRegional Director of Financial Aid, Operations and Outreach, the Campus Supervisor, Financial Aid Services provides effective performance in these essential duties: Key responsibilities include: Providing direction to office staff on the institution's policies and procedures, which may include training exercises.

East Hartford, CT30+ days ago

$36.24–$40.77 Per Hour

Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation. Required Education, Experience and Skills: Financial AnalystUS Citizenship .

Agawam, MA30+ days ago

$60,000–$75,000 Per Year

Nearly three quarters of Home Office employees fall under the Accounting/Finance umbrella which includes departments such as Receivables, Payables, Purchasing, Vendor Services, Payroll, Property and Liability Insurance. Founded by entrepreneur and philanthropist, Harold Grinspoon, Aspen offers the financial stability of an organization with a sixty-year track record of success, the energy of a start-up, the close-knit feel of a family company, and significant opportunities for growth.

Granby, CT30+ days ago

Full-time

We are a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. This role will partner closely with the Controller and finance team to deliver high-quality financial insights, reporting, and analytical support for operational and capital investment decisions.

West Hartford, CT30+ days ago

Full-time

Your days will be spent helping manage financial for various entities, which include a lending company, a fund, a special purpose entity with mortgage collateral, as well as overseeing our strategic financial planning. We use data and technology to provide our clients with fast approvals and certainty of execution while maintaining high-touch customer service to wow them across the entirety of their journey.

Hartford, CT30+ days ago

Full-time

Effectively utilize virtual counseling or other modes of communication, such as secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person. Services include financial education and counseling services that may include one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session.

Hartford, CT30+ days ago

$40,000–$85,000

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.

Hartford, CT30+ days ago

$40,000–$85,000

This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.

East Hartford, CT30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Melvin Banks - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

Hartford, CT30+ days ago

$40,000–$85,000

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

Long Island NY Area, NY30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Holyoke, MA15 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

Hartford, CT30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Berlin, CT12 days ago

$135,440–$150,490 Per Year

Develops capability across team, ensures appropriate training and cross-training, resources and support for the team; provides direction and oversight to other team members. Provides financial support and consultation to Business Managers in their assessment of complex strategic initiatives and the financial implications of corporate and budgeting decisions on company profitability.

Springfield, MA30+ days ago

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. - Prepare the annual incurred cost submission in real-time, as each month is closed which includes; confirming the allocations are consistent with the CAS Disclosure Statement, reviewing for unallowable costs, and reconciling the submission to the general ledger.

Cheshire, CT30+ days ago

Recommend 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.

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Financial Planning Jobs in Bloomfield, CT

Financial Analyst Vaco LLC

Director of Finance - FP&A Vaco LLC

Financial Consultant - New Haven, CT Fidelity Investments

Financial Consultant - West Hartford, CT Fidelity Investments

Controller Vaco LLC

Financial Planning and Analysis Manager Company Confidential

Customer Service Representative Prodware Solutions

Senior Accounting Manager Vaco LLC

RN Behavioral Health Manager Infection Prevention MASONICARE

Associate Product Manager Nesco Resource

FP&A Manager Company Confidential

Director of FP&A Company Confidential

Manager - Financial Planning and Analysis Nambe'

Financial Planning Specialist Kestra Financial Independent Advisor

Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Financial Planning Associate (Remote) Davis Family Financial LLC

Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Business Planning Manager-Ops Oracle

Associate Financial Advisor - Bergenn Financial Group Kestra Financial Independent Advisor

Workforce Planning Partner Baystate Health

Senior Financial Planner Kestra Financial Independent Advisor

Financial Planner Entry Level Greater Hartford Wealth Management

FP&A Financial Specialist Hartford Steam Boiler Inspection and Insurance Company

Funeral Director - Advance Planning SCI Shared Resources, LLC

Financial Planner Career Changer Opportunity Northwestern Mutual - Greater Springfield

Financial Advisor with Athletic Background Northwestern Mutual - Greater Springfield

Director of Financial Aid, Operations and Outreach Connecticut State Community College

Entry Level Financial Representative Rise North Capital

Associate Financial Advisor Kestra Financial Independent Advisor

Financial Advisor Northwestern Mutual

Financial Advisor-Springfield, IL RK Partners

Financial Education Specialist All Financial Freedom

College Financial Representative, Internship Program Northwestern Mutual

Experienced Financial Advisor (With Own Book of Business) Centurion Holdings LLC

Campus Supervisor, Financial Aid Services Connecticut State Community College

Financial Analyst Apollo Professional Solutions

Financial Accountant Aspen Square Management

Financial Analyst (Contract - 6 Months) Coherent Corp.

Senior Financial Controller New Silver

Personal Financial Counselor Federal Guardian

Financial Programs Specialist All Financial Freedom

Financial Development Specialist – Connecticut All Financial Freedom

Insurance and Financial Services Position - State Farm Team Member Melvin Banks - State Farm Agent

Financial Services Specialist – Connecticut All Financial Freedom

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Advisor Charter Oak Financial

Financial Systems Analyst (Remote) Maximus

Team Leader, Regulatory Finance (hybrid schedule) Eversource

Senior Finance Manager Maximus

Wealth Advisor Transcend Practice Management

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