Talent.com
Senior Financial Planner
Senior Financial PlannerKestra Financial Independent Advisor • Avon, CT, US
Senior Financial Planner

Senior Financial Planner

Kestra Financial Independent Advisor • Avon, CT, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters_job_card.quick_apply]
[job_card.job_description]

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. 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.

Requirements

Education : Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).

Certifications : CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.

Experience : Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.

Technical Skills :

  • Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
  • Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
  • Experience with CRM systems (e.g., Salesforce) and portfolio management tools.

Benefits

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.

A collaborative and client-focused work environment.

[job_alerts.create_a_job]

Financial Planner • Avon, CT, US

[internal_linking.similar_jobs]
Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Clinton, CT

Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Clinton, CT

AlliedTravelNetwork • Clinton, CT, US
[job_card.full_time]
AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Clinton, Connecticut, 06413!. Interested in this assignment? Or maybe you still have not found what you ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Wallingford, CT

Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Wallingford, CT

AlliedTravelCareers • Wallingford, CT, US
[job_card.full_time]
AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Wallingford, Connecticut, 06492!. Though your CompHealth recruiter will be your single point of contact,...[show_more]
[last_updated.last_updated_30] • [promoted]
Travel Physical Therapist

Travel Physical Therapist

CompHealth Inc. • Wallingford, CT, US
[job_card.permanent]
Physical Therapist for a travel job in Wallingford, Connecticut.Job Description & Requirements.Some locum assignments can be as short as a day, others, years. Some are far from home, others are ...[show_more]
[last_updated.last_updated_30] • [promoted]
Construction Sales, Roofing and Solar

Construction Sales, Roofing and Solar

Trinity Solar • Haddam, CT, US
[job_card.full_time] +1
At Trinity Solar, our Direct Sales team pay and benefits packages are tailored for your success!.Potential earnings range from . Attractive performance-based incentives.All sales employees are ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Financial Analysis Senior Advisor - Hybrid

Financial Analysis Senior Advisor - Hybrid

Cigna • Bloomfield, CT, US
[job_card.full_time]
Finance Professional Opportunity.We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions.I...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Financial Analyst

Senior Financial Analyst

Butler Aerospace and Defense • Windsor Locks, Connecticut, United States
[job_card.temporary]
Senior Financial Analyst Location : Windsor Locks, CT Job ID : #71832 Duration : 12+ months contract Pay Range : $45-56 - W2 hourly HYBRID ROLE. Job Description : Looking for a self-starter who is willin...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Account Executive - HS

Senior Account Executive - HS

Konica Minolta Business Solutions • Windsor, CT, United States
[job_card.full_time]
At Konica Minolta, we partner with our customers to design Future of Work technology solutions to help their business thrive. From process automation, cyber security, advanced printer technology, ma...[show_more]
[last_updated.last_updated_30] • [promoted]
Senior Accountant

Senior Accountant

Beazley Group • West Hartford, CT, United States
[job_card.full_time]
Head of North America External Reporting.The Senior Financial Analyst role.The primary responsibilities of the position will be leading Corporate Accounting, including financial analysis, research,...[show_more]
[last_updated.last_updated_30] • [promoted]
Remote Financial Planner - AI Trainer ($150 per hour)

Remote Financial Planner - AI Trainer ($150 per hour)

Mercor • New Britain, Connecticut, US
[filters.remote]
[job_card.full_time]
UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Clinton, CT

Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Clinton, CT

CompHealth • Clinton, CT, US
[job_card.full_time]
Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Travel Physical Therapist (PT) - $1,672 per week in Wallingford, CT

Travel Physical Therapist (PT) - $1,672 per week in Wallingford, CT

Centra Healthcare Solutions • Wallingford, CT, United States
[job_card.full_time]
A great Outpatient Clinic is looking for an experienced or newly graduated, hard-working Physical Therapist / PT to join their growing team for a contract assignment! The Physical Therapist / PT is...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Travel Physical Therapist (PT) - $2,340 per week in Wallingford, CT

Travel Physical Therapist (PT) - $2,340 per week in Wallingford, CT

Core Medical Group • Wallingford, CT, US
[job_card.full_time]
Client in CT seeking Physical Therapist : Home Health.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role.Contract / travel assig...[show_more]
[last_updated.last_updated_30] • [promoted]
Senior Financial Planner

Senior Financial Planner

Kestra Financial Independent Advisor • Avon, CT, US
[job_card.full_time]
We are seeking an experienced and highly skilled.This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep...[show_more]
[last_updated.last_updated_30] • [promoted]
Travel Physical Therapist (PT) - $1,907 to $1,983 per week in Wallingford, CT

Travel Physical Therapist (PT) - $1,907 to $1,983 per week in Wallingford, CT

AMN Healthcare Allied • WALLINGFORD, CT, US
[job_card.full_time]
Job Description & Requirements.Physical Therapist - Outpatient - (PT) .StartDate : ASAP Pay Rate : $1907.Nestled in the charming town of Wallingford, CT, this opportunity places you in a commun...[show_more]
[last_updated.last_updated_30] • [promoted]
Travel Physical Therapist (PT) - $2,090 per week in Wallingford, CT

Travel Physical Therapist (PT) - $2,090 per week in Wallingford, CT

Prime HealthCare Staffing • Wallingford, CT, United States
[job_card.full_time]
Prime HealthCare Staffing is currently seeking a travel Physical Therapist for a contract position located in a region northeast out of New Haven, Connecticut. In an outpatient setting, the therapis...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Remote Finance Director - AI Trainer ($50-$60 / hour)

Remote Finance Director - AI Trainer ($50-$60 / hour)

Data Annotation • Westfield, Massachusetts
[filters.remote]
[job_card.full_time] +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
[last_updated.last_updated_30] • [promoted]
Senior Financial Analyst - Plant Leadership Business Partner

Senior Financial Analyst - Plant Leadership Business Partner

The Work In Me, LLC • Branford, CT, United States
[job_card.full_time]
Our client, a leading manufacturer of aero engines and industrial gas turbine components, is a globally recognized public company with a remarkable 75-year history of growth and innovation.Renowned...[show_more]
[last_updated.last_updated_30] • [promoted]
SLP - Finance

SLP - Finance

Stanley Black and Decker • New Britain, CT, United States
[job_card.full_time]
Stanley Black & Decker Leadership Program (SLP) - Finance - Hybrid.Come make the world and accelerate your success.It takes great people to achieve greatness. People with a sense of purpose and inte...[show_more]
[last_updated.last_updated_variable_days] • [promoted]