194 Results for

Financial Planning Jobs in Middletown, CT

Jobs

New!

Hartford, CTToday

$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.

New!

Groton, CTToday

$185,000–$215,000

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. Investments, Assets & Risk ManagementWork with financial custodians and advisors to monitor endowment performance and ensure compliance with investment policies, spending rules, loan covenants, and related agreements.

New!

West Hartford, CTToday

$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!

Hebron, CTToday

$140,000–$170,000

New!

Shelton, CTToday

$60,000–$70,000

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. Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.

Hartford, CT10 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.

New!

Hartford, CTToday

$120,000–$140,000

New!

Wallingford Center, CT6 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, CT2 days 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.

Wallingford, CT10 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.

Wolcott, 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, CT13 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.

Berlin, CT13 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.

new haven, CT30+ days ago

Full-time

This role sits at the center of decision-making—translating complex financial data into actionable insights and guiding leaders across the organization to make informed, mission-aligned decisions. Guided by a Board of Directors, most of whom are patients themselves, we take pride in being a healthcare leader dedicated to delivering high-quality, affordable medical and dental care to everyone, regardless of their insurance status or ability to pay.

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.

New Haven, Connecticut30+ days ago

$150,000–$200,000 Per Year

Suffolk – America’s Contractor – is a national company with more than $8 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports projects over $100 million by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.

New Haven, CT11 days ago

$150,000–$200,000 Per Year

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.

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 London, CT30 days ago

$60,000–$80,000 Per Year
Full-time

The Financial Analyst will work closely with various departments to track budgets, forecast financial trends, and assist in strategic planning. This role involves analyzing financial data, preparing reports, and providing insights to aid decision-making processes.

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.

Norwich, CT30+ days ago

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.

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.

Bridgeport, CT30+ days ago

We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.

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.

West Hartford, Connecticut24 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.

Shelton, Connecticut30+ days ago

$84,613.20–$141,022

Our 70+ year track record is proven, and we invite you to contact us if you are looking for flexibility, financial success, outstanding benefits, and a “work hard, play hard” culture that continuously provides resources, support as well as educational and professional challenges! About Lawley Insurance:The Lawley Mission Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting.

Bridgeport, CT30+ days ago

$50,000–$70,000

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.

North Haven, CT9 days ago

As an Insurance and Financial services Producer for State Farm Mfon Ogbebor Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

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.

Groton, Connecticut10 days ago

Overview: The Program Finance department serves as a critical business partner by providing analysis, insight, and guidance to enable strategic program decisions and achieving bottom-line results. This Financial Analyst position, located at the Groton Shipyard Facility, supports the VIRGINIA Construction Program Finance team.

Shelton, CT18 days ago

As a Financial Advisor – Insurance Specialist at Strategies for Wealth Management, you will play a crucial role in helping clients Protect, Preserve, and Grow their wealth by designing insurance-based financial solutions for a secure retirement. Your responsibilities will include: Educate & Advise Clients – Guide pre-retirees and retirees (50+) on insurance strategies that provide long-term financial security, including annuities, life insurance, and long-term care solutions.

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 .

New Haven, Connecticut24 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.

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.

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.

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.

Groton, Connecticut10 days ago

Overview: The Program Finance department serves as a critical business partner by providing analysis, insight, and guidance to enable strategic program decisions and achieving bottom-line results. This position, located at the Groton, CT Shipyard Facility, supports the COLUMBIA Construction Program Finance team.

Shelton, CT30+ days ago

The Starr Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement.

New Haven, CT30+ days ago

Remote

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.

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.

Bridgeport, CT30+ days ago

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures. Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.

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.

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.

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.

Orange, CT11 days ago

As Insurance and Financial Services Position - State Farm Team Member for Kevin Piscitelli - 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.

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Financial Planning Jobs in Middletown, CT

Financial Analyst Vaco LLC

CFO Vaco LLC

Director of Finance - FP&A Vaco LLC

Controller Vaco LLC

Accounting and Finance Agency Business Development Manager Vaco LLC

Customer Service Representative Prodware Solutions

Senior Accounting Manager Vaco LLC

RN Behavioral Health Manager Infection Prevention MASONICARE

Associate Product Manager Nesco Resource

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 Analyst, Investment Planning (Hybrid Schedule) Eversource

Business Planning Manager-Ops Oracle

Chief Financial Officer (CFO) Fair Haven Community Health Care

Associate Financial Advisor - Bergenn Financial Group Kestra Financial Independent Advisor

Regional Planning Manager Suffolk Construction Company, Inc.

Regional Planning Manager UNAVAILABLE

Senior Financial Planner Kestra Financial Independent Advisor

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

Financial Analyst Careerscape

Financial Planner Entry Level Greater Hartford Wealth Management

Funeral Director - Advance Planning SCI Shared Resources, LLC

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

Financial Planner with Athletic Background Northwestern Mutual - Fairfield County

Associate Financial Advisor Kestra Financial Independent Advisor

Financial Advisor Northwestern Mutual

Retirement Sales Consultant - Financial Advisor Lawley Insurance

Financial Representative Davis Family Financial LLC

Insurance and Financial Services Position - State Farm Team Member Mfon Ogbebor - State Farm Agent

Financial Education Specialist All Financial Freedom

Financial Analyst - VIRGINIA Construction General Dynamics Electric Boat

Financial Advisor Strategies For Wealth Management Ll

Financial Analyst Apollo Professional Solutions

College Financial Representative, Internship Program Northwestern Mutual

Campus Supervisor, Financial Aid Services Connecticut State Community College

Financial Analyst (Contract - 6 Months) Coherent Corp.

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

Financial Analyst - COLUMBIA Construction General Dynamics Electric Boat

Financial Representative - Entry Level Starr Region - Modern Woodmen of America

Financial Success Coach Traction Forge Financial

Senior Financial Controller New Silver

Personal Financial Counselor Federal Guardian

Independent Financial Services Consultant Traction Forge Financial

Financial Programs Specialist All Financial Freedom

Financial Development Specialist – Connecticut All Financial Freedom

Financial Services Specialist – Connecticut All Financial Freedom

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

Insurance and Financial Services Position - State Farm Team Member Kevin Piscitelli - State Farm Agent

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