Talent.com
Senior Financial Advisor
Senior Financial AdvisorThe Perillo Group • New Haven, CT, United States
Senior Financial Advisor

Senior Financial Advisor

The Perillo Group • New Haven, CT, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Senior Financial Advisor

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing financial guidance and support to clients, developing financial plans, and assisting clients in making informed decisions about their money.

Responsibilities :

  • Assess clients' financial situations by gathering information regarding their income, expenses, financial goals, and risk tolerance
  • Develop customized financial strategies and plans to help clients achieve their financial goals
  • Provide advice on investment strategies, mutual funds, bonds, and other investment opportunities
  • Monitor clients' accounts and make recommendations to ensure they are aligned with financial goals
  • Stay up-to-date on industry trends and changes that may affect clients' financial plans

Qualifications :

  • Bachelor's degree in Finance, Business, or related field; Master's degree preferred
  • Certified Financial Planner (CFP) designation
  • Proven experience in financial planning and investment management
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team

    • If you are a dedicated and knowledgeable financial professional looking to take the next step in your career, we would love to hear from you. Apply now to join our team as a Senior Financial Advisor.

    [job_alerts.create_a_job]

    Financial Advisor • New Haven, CT, United States

    [internal_linking.related_jobs]
    Travel Physical Therapist (PT) - $1,496 to $1,802 per week in West Hartford, CT

    Travel Physical Therapist (PT) - $1,496 to $1,802 per week in West Hartford, CT

    Fusion Medical Staffing • New Haven, Connecticut, US
    [job_card.full_time]
    Travel Physical Therapist (PT).Facility in West Hartford, Connecticut.Fusion Medical Staffing is seeking a skilled Physical Therapist for a 13-week travel assignment in West Hartford, Connecticut.A...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Hartford, CT

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

    AlliedTravelNetwork • New Haven, Connecticut, US
    [job_card.full_time]
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Hartford, Connecticut, 06108!. Interested in this assignment? Or maybe you still have not found what you...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor (CFP Preferred)

    Financial Advisor (CFP Preferred)

    Jobot • Southington, CT, United States
    [job_card.full_time]
    The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor. If you're an ambitious financial professional looking for a clear path to...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,710 per week in Saint James, NY

    Travel Physical Therapist (PT) - $1,710 per week in Saint James, NY

    Core Medical Group • Saint James, NY, US
    [job_card.full_time]
    Client in NY seeking Physical Therapist.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role. Contract / travel assignments are ty...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Advisor

    Financial Advisor

    Edward Jones • Cheshire, CT, United States
    [job_card.full_time]
    This job posting is anticipated to remain open for 30 days, from 04-Dec-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • New Haven, CT, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Tax Senior In-House Advisor & Mentor

    Private Equity Tax Senior In-House Advisor & Mentor

    CBIZ • New Haven, CT, United States
    [job_card.full_time]
    A leading professional services firm in New Haven, CT is seeking a Tax Senior Associate | Private Equity In-House.The role involves preparing tax returns, reviewing associates' work, and mentoring ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    OISS Advisor

    OISS Advisor

    InsideHigherEd • New Haven, Connecticut, United States
    [job_card.full_time] +1
    Working at Yale means contributing to a better tomorrow.Whether you are a current resident of our New Haven-based community- eligible for opportunities through the New Haven Hiring Initiative or a ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • New Haven, CT, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retirement Sales Consultant - Financial Advisor

    Retirement Sales Consultant - Financial Advisor

    Lawley Insurance • Shelton, Connecticut, United States
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    TO APPLY PLEASE UTILIZE THE FOLLOWING LINK : https : / / www.Lawley welcomes confidential conversations with experienced Retirement sales / financial advisors (with or without a book of business) in the...[show_more]
    [last_updated.last_updated_variable_days]
    Travel Physical Therapist (PT) - $1,731 per week in Enfield, CT

    Travel Physical Therapist (PT) - $1,731 per week in Enfield, CT

    Triage Staffing LLC • New Haven, Connecticut, US
    [job_card.full_time]
    Travel Rehab : Physical Therapy Enfield.Shift Details : 8H Days (8 : 00 AM-4 : 00 PM).Length : 13 WEEKS 13 weeks.Apply for specific facility details.[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 • New Haven, Connecticut, 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_1_day] • [promoted]
    Travel Physical Therapist (PT) - $1,856 to $2,056 per week in Enfield, CT

    Travel Physical Therapist (PT) - $1,856 to $2,056 per week in Enfield, CT

    AlliedTravelCareers • New Haven, Connecticut, US
    [job_card.full_time]
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified Physical Therapist (PT) in Enfield, Connecticut, 06082!. Are you ready to take your Travel career to the next level? See pla...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    BCI - Brokerage Consultants Inc • Torrington, CT, United States
    [job_card.full_time]
    Burlington or Torrington, CT (remote possibility).A leading financial advisory and portfolio management firm, committed to delivering prudent financial advice and personalized wealth management sol...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Financial Advisor

    VP, Financial Advisor

    Ion Bank • Watertown, CT, United States
    [job_card.full_time]
    At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.We are pas...[show_more]
    [last_updated.last_updated_variable_days] • [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 • New Haven, Connecticut, 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_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,542 to $1,710 per week in St James, NY

    Travel Physical Therapist (PT) - $1,542 to $1,710 per week in St James, NY

    LRS Healthcare • St James, NY, US
    [job_card.full_time]
    Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 24 / 7 support, and a responsive, traveler-first culture. What are you waiting for? Apply today!.Valid license...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,659 per week in Saint James, NY

    Travel Physical Therapist (PT) - $1,659 per week in Saint James, NY

    Medical Solutions • Saint James, NY, US
    [job_card.full_time]
    A facility in Saint James, NY is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationw...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]