Planning Consultant - Stamford

Job Description · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that ...

Job Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy tha ...

We are seeking a Planning Consultant to provide world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire ...

Fidelity is seeking a Planning Consultant to provide a world-class planning experience for clients. The role involves conducting financial planning interactions, supporting client relationships, and using innovative technologies to maximize efficiencies. · ...

Provide a world-class planning experience and deepen client relationships through consolidation of assets, referrals and plan implementations. · ...

As a Planning Consultant at Fidelity you will provide world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · ...

As a Planning Consultant, you will provide a world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · ...

Job Description · As a Planning Consultant you will provide a world-class planning experience and develop an engagement strategy that supports each client's unique planning needs. · The Expertise We're Looking ForFINRA Series 7 & 63 required prior to hire · ...

FLACS will host its inaugural 25th Anniversary Gala in October/November 2026. The event seeks an experienced Event Planning Consultant to manage the end-to-end planning and execution of the gala.Project & Timeline Management · Budget & Vendor Management · ...

FLACS seeks an experienced Event Planning Consultant to manage the end-to-end planning and execution of the 25th Anniversary Gala. · ...

· Event Overview · FLACS will host its inaugural 25th Anniversary Gala in October/November 2026, celebrating · its legacy of service in the South Bronx, honoring key contributors, expanding the Friends of · FLACS network, and raising funds to advance its mission. The event will ...

Position: Trip Planning Consultant · Company Overview: · True Adventure Travel is a leading travel company that specializes in creating unique and unforgettable travel experiences for our clients. We are a fully remote company, with a team of passionate and experienced travel age ...

+Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. · +Bachelors degree pre ...

A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. · We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializin ...

We're all in to shape your future with confidence at EY. · Lead workstream delivery and ensure effective management of processes and solutions within the DMC framework. · ...

· Company Description · SonSoft Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, and Information Technology Enabled Serv ...

A family-owned wholesale organization is migrating from legacy ERP to Eclipse and needs an implementation consultant. · ...

A highly successful, second-generation, family-owned wholesale organization is migrating from a legacy ERP to Eclipse and is seeking an Enterprise Resources Planning Implementation Consultant. · Lead the ERP data migration from DDI to Eclipse. · Run the implementation from the cl ...

· Job Description · Hi, · I hope you are doing good. · I have a job opportunity related to your profile with one of our client, please find below Job Description for your review. If you are interested and available for the following position then please send your updated resume ...

We are seeking a highly motivated Leasing Consultant to join our luxury community in Stamford. This is a fast-paced opportunity for career growth. · ...