Wealth Management Consultant

2 weeks ago


New London, Connecticut, United States First Command Financial Services Full time

Position Overview:
As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. This position is ideal for individuals who are passionate about helping others achieve their financial goals.

About Us:
At First Command Financial Services, we pride ourselves on our commitment to serving our clients with integrity and expertise. Our team consists of dedicated professionals who are focused on providing personalized financial solutions.

Key Responsibilities:
- Develop and implement tailored financial strategies for clients.
- Educate clients on various investment options and financial planning techniques.
- Build and maintain strong relationships with clients to understand their unique financial needs.

Who We Are Looking For:
We seek individuals who are motivated, have a strong desire to succeed, and are committed to making a positive impact in the lives of others. A background in finance or related fields is preferred but not mandatory.

Join Us:
Become part of a team that values collaboration, continuous learning, and professional growth. Together, we can help our clients secure their financial futures.



  • New Haven, Connecticut, United States Judson Group Full time

    Lead Wealth Management Consultant – CFPJudson Group is collaborating with a prominent financial services firm to identify a Lead Wealth Management Consultant - CFP. This position is pivotal in spearheading financial planning initiatives for affluent clients while working closely with advisors to provide comprehensive financial solutions.Key...


  • New Haven, Connecticut, United States National Financial Network Full time

    At National Financial Network, we are experiencing significant growth and are in search of a dedicated financial advisor to enhance our entry-level team. The perfect candidate will possess a strong desire to master the intricacies of financial services essential for proficient wealth management, enabling our clients to realize their financial aspirations....


  • New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is experiencing significant growth and is seeking a dedicated financial advisor to enhance our entry-level team. The ideal candidate will possess a strong desire to acquire the essential skills in financial services necessary for proficient wealth management, assisting clients in reaching their financial aspirations. Effective...


  • New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is seeking a motivated individual to fill the role of a Financial Planning Specialist. This position is ideal for those who are enthusiastic about learning the intricacies of wealth management and are dedicated to assisting clients in reaching their financial aspirations. The successful candidate will possess strong communication...


  • New Haven, Connecticut, United States National Financial Network Full time

    Job OverviewOur organization is experiencing significant growth and is in search of a dedicated financial planner to join our entry-level team. The ideal candidate will possess a strong desire to master the financial services industry, essential for effective wealth management, aimed at assisting clients in reaching their financial aspirations.Key...


  • New Milford, Connecticut, United States Judson Group Full time

    Judson Group is partnering with a leading financial organization to identify a talented Wealth Management Strategist holding a CFP designation. This position is centered around delivering extensive Wealth Management solutions to high-net-worth clients while working closely with the Wealth Management Team. The ideal candidate will develop personalized...


  • New London, Connecticut, United States Boston Consulting Group Full time

    About UsBoston Consulting Group collaborates with leaders across industries and sectors to address their most significant challenges and seize their greatest opportunities. Since its inception in 1963, BCG has been at the forefront of business strategy. Today, we assist clients in achieving comprehensive transformation—driving complex change, fostering...


  • New London, Connecticut, United States Boston Consulting Group Full time

    About UsBoston Consulting Group collaborates with leaders across various sectors to address their most significant challenges and seize their greatest opportunities. Established in 1963, BCG pioneered business strategy and now assists clients in comprehensive transformations, inspiring complex changes, fostering organizational growth, establishing...


  • New London, Connecticut, United States Boston Consulting Group Full time

    About UsBoston Consulting Group collaborates with leaders across industries and sectors to address their most significant challenges and seize their greatest opportunities. Established in 1963, BCG pioneered business strategy and continues to assist clients in comprehensive transformations that inspire complex changes, foster organizational growth, establish...


  • New London, Connecticut, United States Boston Consulting Group Full time

    About UsBoston Consulting Group collaborates with leaders across industries and sectors to address their most significant challenges and seize their greatest opportunities. Established in 1963, BCG pioneered business strategy and today assists clients in comprehensive transformations—driving complex changes, enabling organizational growth, establishing...


  • New London, Connecticut, United States Boston Consulting Group Full time

    About UsBoston Consulting Group collaborates with leaders across industries and sectors to address their most significant challenges and seize their greatest opportunities. Established in 1963, BCG has been at the forefront of business strategy. Today, we assist clients in comprehensive transformations, fostering complex changes, enabling organizational...


  • New London, Connecticut, United States Whaling City Auto Group Full time

    Position OverviewAs an Automotive Service Consultant at Whaling City Auto Group, your primary responsibility will be to deliver outstanding customer service while overseeing all facets of vehicle maintenance and repair requirements.This is a full-time role within the automotive sector, where you will collaborate with a vibrant team to enhance customer...


  • New London, Connecticut, United States Whaling City Auto Group Full time

    Position OverviewAs an Automotive Service Consultant at Whaling City Auto Group, your primary responsibility will be to deliver outstanding customer support while overseeing all facets of vehicle maintenance requirements.This role is a full-time position within the automotive sector, providing a chance to collaborate with a vibrant team and enhance customer...


  • New London, Connecticut, United States Yale New Haven Health Full time

    Consult Liaison PsychiatristYale New Haven Health, the foremost healthcare provider in Connecticut, is seeking a Board Certified/Board Eligible Psychiatrist for a role at Lawrence & Memorial Hospital. This position offers a collaborative atmosphere, opportunities for academic engagement and research, assistance with loan repayment, and a flexible work...


  • New London, Connecticut, United States Whaling City Auto Group Full time

    Position OverviewAs an Automotive Service Consultant at Whaling City Auto Group, your primary responsibility will be to deliver outstanding customer support while overseeing all facets of vehicle maintenance requirements.This is a full-time role focused on individual contributions within the automotive sector.Compensation & Benefits:We provide a competitive...

  • Contracting Liaison

    2 days ago


    New London, Connecticut, United States Integrity Marketing Group Full time

    About Integrity Marketing GroupIntegrity Marketing Group is a leading insurance marketing organization (IMO) in the United States, specializing in life insurance and annuity markets. We have revolutionized the life insurance industry with a relentless focus on delivering exceptional service to thousands of agents across the country.Job SummaryAs a...


  • New London, Connecticut, United States Boston Consulting Group Full time

    ROLE OVERVIEW**This is a Temporary role**The Senior Manager of Global Mobility Programs plays a pivotal role in overseeing and innovating the Global Ambassador initiative. This encompasses both routine operations—such as program promotion, application management, candidate selection, placement coordination, and participant assistance—as well as...


  • New London, Connecticut, United States Boston Consulting Group Full time

    ROLE OVERVIEW**This is a Temporary role**The Senior Manager of Global Mobility Programs is tasked with overseeing and innovating the Global Ambassador initiative. This encompasses both routine operations (including program promotion, application management, candidate selection, placement, and participant assistance) and enhancement projects for the program....


  • New Haven, Connecticut, United States National Financial Network Full time

    Position OverviewAs a Certified Financial Consultant, you will engage with individuals and enterprises within your community, offering access to a range of financial products and services designed to safeguard their assets, enhance their understanding of financial matters, and facilitate wealth accumulation for the future.This role provides a unique...


  • New London, Connecticut, United States Boston Consulting Group Full time

    ROLE OVERVIEW**This is a Temporary 12 month role**The Senior Manager of Global Mobility Programs is tasked with overseeing and innovating the Global Ambassador initiative. This encompasses daily operational duties (including program promotion, application management, candidate selection, placement coordination, and participant assistance) as well as...