Financial Planning Specialist

About Our ClientCreative Financial Staffing is a dynamic firm that provides a full range of accounting, tax, and financial advisory services. We are committed to delivering personalized, high-quality service to clients across various industries. At the heart of our success is a team-oriented culture that values collaboration, excellent customer service, and...

Job DescriptionRightCapital is a cutting-edge financial tech startup providing innovative holistic financial planning software. We were recently recognized as one of Connecticut's Best Fintech companies. Our team is dedicated to helping financial advisors add value to their clients.As a Product Support Specialist, you will work closely with our customers,...

Job Details for Budget AnalystCourt Name/Organization: Connecticut Probation and Pretrial ServicesWe are seeking a skilled Budget Analyst to join our team at Connecticut Probation and Pretrial Services. The successful candidate will be responsible for analyzing and managing the organization's budget, ensuring effective resource allocation and optimal...

Job Details for Budget AnalystCourt Name/Organization: Connecticut Probation and Pretrial ServicesJob Summary: We are seeking a skilled Budget Analyst to join our team. The successful candidate will be responsible for analyzing and managing the financial resources of our organization.Key Responsibilities:Develop and maintain accurate financial reports and...

Job Details for Budget AnalystCourt Name/Organization: Connecticut Probation and Pretrial ServicesKey Responsibilities:Develop and manage budgets for various court programs.Monitor and analyze financial data to identify areas for cost savings.Collaborate with stakeholders to implement budgetary changes.Requirements:Strong analytical and problem-solving...

Job Title: Financial Planning and Analysis DirectorAbout the Role:The Financial Planning and Analysis Director is a critical member of the Fair Haven Community Health Care team, responsible for providing financial oversight and guidance to support the organization's strategic goals. This role requires a strong analytical mindset, excellent communication...

Unlock Your Potential in Financial ServicesWe are seeking a talented and ambitious individual to join our team as an Entry-Level Financial Representative. As a key member of our National Financial Network team, you will play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement effective financial...

Unlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...

Job SummaryJoin Fair Haven Community Health Care as a Financial Planning and Analysis Director, responsible for efficient and effective financial oversight, including budgeting, analysis, and forecasting. This role is essential in ensuring compliance and providing timely and useful financial data and guidance to senior leadership to support...

Unlock Your Potential in Financial ServicesAre you a detail-oriented individual with a passion for financial data and analytics? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.As a Financial Representative, you will play a critical role in developing strategic financial plans and providing expert advice...

National Financial Network is seeking a skilled Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will collaborate with individuals and local businesses to offer financial services and products. Your focus will be on safeguarding assets, promoting financial literacy, and fostering wealth accumulation. You will...

Job Summary:We are seeking a highly skilled Financial Services Professional to join our team at National Financial Network. As a Senior Financial Consultant, you will be responsible for collaborating with individuals and local businesses to offer financial services and products.Key Responsibilities:Meet with clients to understand their financial goals,...

Job OverviewNational Financial Network seeks a seasoned Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our financial services team, you will collaborate with individuals and local businesses to provide expert financial guidance and support.Key responsibilities include:Developing and implementing personalized financial plans...

Director of Finance Job DescriptionOur client, a non-profit organization based in New Haven County, is seeking a highly skilled Director of Finance to join their team.This is a fully on-site position based in New Haven. Depending on experience, the salary range is $90-115k.Key Responsibilities:Develop and implement financial plans and strategies to achieve...

Job SummaryYale New Haven Health is seeking a highly skilled Patient Financial Access Specialist to join our team. As a key member of our Access department, you will play a critical role in ensuring seamless patient financial experiences.Key ResponsibilitiesCoordinate Patient Accounts: Ensure accurate and timely billing, while maintaining excellent...

Job Title: Patient Financial Access SpecialistAt Yale New Haven Health, we are seeking a highly skilled and detail-oriented Patient Financial Access Specialist to join our team. As a key member of our patient access team, you will play a critical role in ensuring the smooth and efficient processing of patient registrations, insurance verification, and...

Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Creative Financial Staffing. The ideal candidate will have a strong background in accounting principles and a proactive approach to solving financial issues.Key Responsibilities:Maintain the general ledger and ensure accurate and timely...

Job SummaryThe Patient Financial Access Specialist - Clinical Scheduling is a vital role within Yale New Haven Health, responsible for managing appointment, procedure, and surgery scheduling across multiple departments. This individual serves as a liaison between referring physicians and patients, ensuring seamless coordination and communication.Key...

{"title": "Wealth Advisor Opportunity", "description": "GPAC is excited to partner with a well-established bank in the local area to find a talented and experienced Wealth Advisor to join their team. This is a unique opportunity to make a significant impact on people's lives and take your financial career to new heights.Responsibilities:Build and maintain...

Job Summary: We are seeking a highly skilled Finance and Development Coordinator to support our Finance and Development teams. The successful candidate will be responsible for conducting administrative finance tasks, including data entry and reporting in Raiser's Edge and Financial Edge, ensuring accurate coding for grants and other financial...