Financial Planning Associate

2 weeks ago


Westport, Connecticut, United States Lead Advisor Full time

Company Overview: Lead Advisor, LLC is a distinguished consulting firm specializing in wealth management and advisory services. This position is associated with one of our esteemed clients.

Position Summary: Our client, recognized for excellence in wealth management and financial planning, is seeking a Paraplanner to enhance their commitment to providing exceptional service to clients.

Ideal Candidate: The perfect candidate will possess prior experience in a wealth management environment, demonstrate a strong enthusiasm for the financial planning process, and aspire to advance within a leading firm that offers a structured, mentorship-driven pathway to becoming a senior financial advisor.

Key Attributes: The successful applicant will be detail-oriented, process-driven, and committed to continuous improvement, thriving in a feedback-rich setting. Effective communication skills and a collaborative spirit in supporting a senior advisor are essential.

Primary Responsibilities:

  • Assist the senior advisor during client meetings by taking comprehensive notes, fostering client relationships, and grasping the financial planning philosophy.
  • Proactively identify and present new business development opportunities for existing clients, including planning needs, asset growth, referrals, and introductions.
  • Collaborate with investment, planning, and operations teams to gain insights and contribute to analysis, recommendations, and service initiatives.
  • Shadow the director of financial planning to understand the financial planning process and the senior advisor to learn advanced techniques and strategies.

Qualifications:

  • Bachelor's degree.
  • Possession of or willingness to obtain relevant licenses - Series 7 and 66, along with LAH insurance license.
  • Strong communication skills and confidence in interactions.
  • Willingness to learn and be coached.

Essential Qualities for Success:

  • Sense of urgency.
  • Proactive and driven attitude.
  • Commitment to high standards.
  • Attention to detail.
  • Pride in delivering quality work.
  • Motivated to exceed expectations.
  • Preparedness.
  • Process-oriented mindset.


  • Westport, Connecticut, United States Ameriprise Financial Full time

    Job Summary:Ameriprise Financial is seeking a highly motivated and experienced Financial Planning Specialist to join our team. As a key member of our leadership team, you will be responsible for coaching and training established advisors to drive business growth and excellence.Key Responsibilities:Attend and engage in coaching and training sessions led by...


  • Westport, Connecticut, United States Lead Advisor Full time

    Lead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...


  • Westport, Connecticut, United States Lead Advisor Full time

    Lead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...


  • Westport, Connecticut, United States Raymond James Financial Incorporated Full time

    Job Summary:At Raymond James Financial Incorporated, we offer a comprehensive education program for the next generation of financial advisors through our Advisor Mastery Program (AMP). This program takes a holistic approach by incorporating training for technical and sales skills to fully position new advisors for success.Key Responsibilities:Become trained...


  • Westport, Connecticut, United States Raymond James Full time

    Job Summary:The Raymond James Financial Advisor Trainee Program offers a comprehensive education for aspiring Financial Advisors. Through distance learning, apprenticeship, and training at our international headquarters, the program equips trainees with the skills needed for success. Trainees will work with mentors to build their practice, focusing on client...


  • Westport, Connecticut, United States Linstone Housing Association Full time

    Position OverviewLinstone Housing Association is in search of a dedicated and experienced finance professional to oversee our Finance Department.Key ResponsibilitiesThe Finance Manager plays a crucial role in ensuring that our financial services are effectively managed and comply with all regulatory requirements.Accurate Financial Management: The ability to...


  • Westport, Connecticut, United States Gorilla Commerce Full time

    Job OverviewABOUT GORILLA COMMERCEAt Gorilla Commerce, we are dedicated to providing durable, high-quality products at competitive prices that enhance everyday living. Our mission is to consistently innovate and refine our offerings based on customer feedback and market trends. We proudly own and develop several brands, including our flagship, Gorilla...


  • Westport, Connecticut, United States Claire Myers Consulting Full time

    About Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...


  • Westport, Connecticut, United States Vaco Full time

    Senior Accounting Associate Vaco is collaborating with a leading medical device company that has recently received private equity backing and is poised for significant expansion. They are in search of a Senior Accounting Associate to enhance their finance team.Key Responsibilities:The Senior Accounting Associate will execute essential accounting functions,...


  • Westport, Connecticut, United States Brewer Morris Full time

    Job SummaryBrewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will be responsible for managing client relationships, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

  • Payroll Accountant

    4 days ago


    Westport, Connecticut, United States Complete Staffing Full time

    Job Summary:Complete Staffing is seeking a skilled Payroll Accountant to join our team. As a Payroll Accountant, you will be responsible for assisting with the monthly financial close, preparing account reconciliations, and working cross-functionally with other internal stakeholders to obtain relevant information.Key Responsibilities:Assist with the monthly...


  • Westport, Connecticut, United States Needle | Cuda: Divorce and Family Law Full time

    Position OverviewWe are seeking a skilled Litigation Associate Attorney to enhance our legal team. This role involves collaborating closely with our Managing Partner to assist in the litigation of complex divorce cases, including intricate asset division and challenging child custody disputes. As you gain experience, you will have the opportunity to...


  • Westport, Connecticut, United States Cumming Group Full time

    Job SummaryCumming Group is seeking a highly skilled Senior Payroll Accountant to join our team in Westport, CT. As a key member of our Payroll team, you will be responsible for ensuring the accuracy and completeness of payroll processing, account reconciliations, and financial reporting.Key ResponsibilitiesFinancial Close Support: Assist with the monthly...


  • Westport, Connecticut, United States Adecco Full time

    Job OverviewAdecco is seeking dedicated individuals for the role of Cream Cheese Production Associate. This position involves working in a dynamic food manufacturing environment where you will play a key role in the production of various cream cheese products.Key Responsibilities:Lift and handle products weighing up to 30 lbs.Mix cream cheese with a variety...


  • Westport, Connecticut, United States Linstone Housing Association Full time

    Position OverviewLinstone Housing Association is in search of a dedicated and experienced finance professional to take charge of our Finance Department.Key ResponsibilitiesThe Finance Manager plays a crucial role in ensuring that our financial services are effectively managed and comply with all statutory obligations.Accurate Financial Management: The...


  • Westport, Connecticut, United States Aurora Ventures Full time

    Unlock Your Potential in Office Management with Aurora VenturesAt Aurora Ventures, we're not just a logistics provider - we're a team of innovators, thinkers, and doers. Our office management trainee program is designed to help you develop the skills and expertise needed to succeed in this dynamic field.What You'll Gain:A comprehensive training program that...


  • Westport, Connecticut, United States Bridgewater Associates Full time

    Bridgewater Associates is a leading asset management firm, dedicated to providing exceptional insights and collaboration for the most sophisticated global institutional investors.Our investment methodology is driven by an unwavering quest to comprehend the workings of global markets and economies — employing advanced technology to validate and execute...


  • Westport, Connecticut, United States Linstone Housing Association Full time

    Position OverviewLinstone Housing Association is in search of a dedicated and experienced finance professional to oversee our Finance Department.Key ResponsibilitiesThe Finance Manager plays a crucial role in ensuring that our financial services are effectively managed and comply with all regulatory requirements.Accuracy and Prioritization: The ability to...


  • Westport, Connecticut, United States Brewer Morris Full time

    Company Overview: Brewer Morris is a specialized provider of services and solutions tailored for clients in the US life insurance and reinsurance sectors. As a third-party administrator (TPA), we facilitate the process for life insurance and reinsurance companies to manage their liabilities effectively.Position Summary: We are currently seeking a Client...


  • Westport, Connecticut, United States Claire Myers Consulting Full time

    Claire Myers Consulting is a progressive, specialized financial advisory firm dedicated to enhancing the financial literacy of the community and empowering individuals to achieve their financial aspirations. The firm crafts tailored strategies and assists clients in navigating their financial paths while embracing meaningful experiences. Their offerings...