Comprehensive Financial Planner

3 weeks ago


West Hartford, Connecticut, United States Baystate Financial Full time
About the Role

In this position, you will be responsible for providing personalized financial solutions to clients, including investments, insurance, and savings plans. You will work closely with clients to understand their financial needs and create customized plans to help them achieve their objectives.

You will also have the opportunity to develop your skills in areas such as client acquisition, marketing, discovery, case development, analysis, presentation, implementation, and ongoing service.



  • West Hartford, Connecticut, United States Baystate Financial Full time

    Job OverviewWe are Baystate Financial, a leading wealth management and financial services firm in New England. With over a century of experience, we have provided guidance, insight, and results to a diverse client base. Our team of over 300 professionals and 200 support staff are dedicated to building financial plans that meet the unique needs of our...


  • Hartford, Connecticut, United States Empower Full time

    Empower is a leading financial services company dedicated to empowering individuals and organizations to achieve their financial goals. We are seeking an experienced Senior Director to lead our Executive Financial Planning and Stock Plan Services team.Job OverviewThe Senior Director will be responsible for building and executing Empower's workplace strategy...

  • Financial Planner

    5 days ago


    West Hartford, Connecticut, United States Northwestern Mutual Full time

    Job OverviewAs a Financial Representative at Northwestern Mutual, you will help clients achieve their financial goals by developing personalized plans to manage their wealth and protect their future.This role is ideal for an entrepreneur with entrepreneurial ambitions who wants to build a successful career in the financial industry. You will have the...

  • Budget Planner

    4 weeks ago


    Hartford, Connecticut, United States Community Renewal Team Full time

    Job DescriptionThe Community Renewal Team is looking for an experienced Budget Planner to join our accounting department. As a key member of our team, you will be responsible for assisting with the preparation of budget documents for renewal grant applications, new grant applications, budget revisions, and business projects.Key ResponsibilitiesDevelop...


  • Hartford, Connecticut, United States IMEG Corp Full time

    About UsAt IMEG Corp, we value our employees' growth and development. As a 100% employee-owned organization, we offer a comprehensive benefits package, including generous PTO, flexible schedule, and assistance with tuition reimbursement.Job ResponsibilitiesThis Senior Urban Planner position will involve:Coordinating and managing projects, collaborating with...


  • Hartford, Connecticut, United States Empower Full time

    We are seeking a seasoned Strategic Financial Services Director to spearhead our workplace strategy for financial planning and executive engagement. This key role will oversee the development and implementation of comprehensive services, including stock-plan, nonqualified plan, executive, and workplace financial planning. The ideal candidate should possess...


  • Hartford, Connecticut, United States Talcott Financial Group Full time

    Role OverviewThe Senior Accountant will collaborate closely with other members of the accounting and reporting teams within the Controller's Organization. This team is responsible for preparing and reporting financial information for internal and external customers, providing a comprehensive understanding of Talcott's insurance operations, reinsurance...


  • West Hartford, Connecticut, United States Baystate Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Comprehensive Financial Planning Professional to join our team at Baystate Financial. As a key member of our team, you will play a critical role in delivering exceptional client experiences and driving business growth.ResponsibilitiesClient Acquisition & Marketing: Develop and implement strategies to...


  • West Hartford, Connecticut, United States Northwestern Mutual - West Hartford Full time

    Unlock Your Potential in a Dynamic CareerWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual in West Hartford. As a Wealth Management Associate, you will play a critical role in helping clients achieve their financial goals and securing their financial futures.Your primary...


  • West Hartford, Connecticut, United States Edward Jones Full time

    About the Role: We are seeking a highly skilled and motivated Branch Office Administrator to join our team. As a critical member of our branch team, you will be responsible for delivering exceptional personalized service to clients, taking an active role in the annual business planning process, and driving marketing activities.Company Overview: At Edward...


  • Hartford, Connecticut, United States Oak Ridge Legal Search LLC Full time

    A mid-size, regional law firm based in Hartford, CT seeks a skilled Estate Planning Specialist to join their team. As a comprehensive legal services professional, you will work closely with senior attorneys to provide high-quality legal services to high-net worth individuals, families, and businesses.This role requires a minimum of 4 years of experience as a...


  • Hartford, Connecticut, United States All Medical Personnel Full time

    Company OverviewAll Medical Personnel has been a national leader in providing workforce solutions to the healthcare staffing sector since 1990. Our expertise and dedication have earned us a reputation as a trusted partner for clients throughout the United States.SalaryMalpractice insurance coverage is provided to our professionals, ensuring they are...


  • Hartford, Connecticut, United States IMEG Corp Full time

    About IMEG Corp.">At IMEG Corp., we strive to provide exciting and rewarding career opportunities to our team members. We work hard and are passionate about what we do, while also making time to have fun along the way. Our company culture emphasizes investing in our team members and providing an environment for expansive growth. As a 100% employee-owned...


  • Hartford, Connecticut, United States Town of Colchester Full time

    Job Title**Director of Town Finance**About the JobThis is a leadership position in the Town of Colchester, overseeing all aspects of financial management. The successful candidate will have strong financial management and analytical skills, with a focus on professional accounting and financial control functions.Key ResponsibilitiesDebt Management: Directs...


  • Hartford, Connecticut, United States Catholic Charities Full time

    Job Description: Financial Operations SupervisorCatholic Charities is seeking a highly skilled Financial Operations Supervisor to join our team. As a key member of our finance department, you will be responsible for overseeing the daily operations of the accounts payable department, ensuring accuracy and timeliness of payments, and maintaining financial...


  • Hartford, Connecticut, United States Westlake Financial Full time

    As an experienced Automotive Floorplan Portfolio Manager at Westlake Financial Services, you will play a pivotal role in building and managing a portfolio of automotive dealerships. Your responsibilities will include signing dealerships, driving sales, ensuring excellent servicing of accounts, and effectively managing associated risks. The ideal candidate...


  • Hartford, Connecticut, United States Catholic Charities Full time

    Job Title: Financial Operations ManagerWe are seeking a highly skilled Financial Operations Manager to join our team at Catholic Charities. This is a unique opportunity to lead the daily operations of our accounts payable department and contribute to the success of our organization.About the Role:We estimate the salary for this role to be between $65,000 -...


  • Hartford, Connecticut, United States Disability Solutions Full time

    Overview:We're seeking a skilled Financial Services Advisor to join our team at Merrill Wealth Management. As a Merrill Financial Solutions Advisor, you will help high-net-worth clients achieve their financial goals by identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals...


  • Hartford, Connecticut, United States VDart Full time

    Job OverviewThe role of a Senior Financial Consultant at VDart involves providing expert financial guidance to clients in the Private Equity sector. With a strong background in fund accounting, the successful candidate will be responsible for delivering high-quality solutions that meet the complex needs of private equity funds.About the RoleThis is an...


  • Hartford, Connecticut, United States CohnReznick LLP Full time

    CohnReznick LLP is a dynamic and innovative organization that fosters teams in Advisory, Assurance, and Tax services. We are seeking a highly skilled Manager Assurance Financial Services to join our team and take on key responsibilities in our Financial Services Group.You will work closely with other professionals to deliver high-quality services to our...