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Financial Planner
1 week ago
Lifetime Recruiting Strategies Hartford, United StatesDescription · We represent a global brand seeking proven sales professionals to join our team. Now is your chance to start a new sales related career in the financial services industry Training is provided If you want to take control of your career and financial future then we wa ...
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Senior Financial Advisor/Planner
2 weeks ago
Kestra Financial Avon, United States PermanentWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · ability to lead certain firm client relationships · no production requirements or expectati ...
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Wealth Management Advisor
3 weeks ago
Financial Planner Recruiting, LLC Glastonbury, United StatesJob Description: · Our client is a fee-based boutique wealth management firm located in Glastonbury, CT. They are seeking a Wealth Management Advisor to join their team. · Qualifications · You're comfortable and confident creating financial plans that work for your client and ...
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Senior Financial Advisor/Planner
3 weeks ago
Kestra Financial Avon, United StatesWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · ability to lead certain firm client relationships · no production requirements or expectatio ...
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Planning Consultant
1 week ago
Fidelity Investments Hartford, United StatesJob Description: · Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. · As a Planning Consultant, you will provide a world-class planning expe ...
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Lead Planning Analyst
3 weeks ago
State of Connecticut, Department of Administrative Services Hartford, United StatesState of Connecticut, Department of Administrative Services · Lead Planning Analyst · Hartford , · Connecticut · Apply Now · Salary $92,469* - $118,652/year (*New State Employees Start at Minimum) · Job Type Open to the Public · Close Date 5/31/2024 11:59:00 PM · Go Back App ...
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Lead Planning Analyst
3 weeks ago
State of Connecticut Hartford, United StatesIntroduction · \r\r\r\r\r\rAre you an experienced healthcare professional looking to Make Your ImpaCT in public service?\rIf so, the Office of Health Strategy is hiring\r\r\r\rThe State of Connecticut, Office of Health Strategy (OHS) is seeking a qualified individual to serve on ...
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State of Connecticut Newington, United StatesIntroduction · Are you an experienced engineer who is passionate about shaping the future of transportation in Connecticut? Come join our great team of engineering professionals and make an impaCT The , , is now accepting applications for positions to serve as Lead Geotechnical ...
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Site Civil Design Engineer
1 week ago
VHB Wethersfield, United StatesOverview: · ABOUT THE POSITION · Site Civil Design Engineer Land Development | Hybrid | Wethersfield, CT · VHBs growing CT team is seeking a Site Civil Design Engineer to support our Land Development practice. · Responsibilities · Work within a team of professionals in devel ...
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Business Development
1 week ago
Wethersfield Corporate Office Wethersfield, United States-: · A Great Place to Work · As a Certified Great Place to Work, we think that you are going to love it here. Your work will be meaningful to you. You will make a genuine difference in the lives of our aging guests and the families that love them. You will enjoy lasting bonds w ...
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Operations Manager
2 weeks ago
Restaurant Technologies Bloomfield, United States Full timeThe Operations Manager, in partnership with General Manager, is responsible for achieving depot results through leading high performance team within assigned depot. · Primary Job Accountabilities: · People Leadership: Responsible for leading and developing team to drive high pe ...
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Lead Geotechnical Engineer
1 week ago
State of Connecticut, Department of Administrative Services Newington, United StatesLead Geotechnical Engineer · Soils and Foundations Unit · Recruitment # FQ-001 · Location Newington, CT · Date Opened 5/7/2024 12:00:00 AM · Salary $100,634 - $141,677/year* *(Salary commensurate with education and/or experience) · Job Type Open to the Public · Close Date 6/18/20 ...
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WSP Glastonbury, United StatesThis Opportunity · WSP USA is seeking a **Bridge Inspection Team Leader - Structural Engineer** to join our dynamic Structures Bridge Design/Inspection Group in New England. We are looking to hire in **Boston & Worcester, MA/Providence, RI/Merrimack, NH/ Glastonbury, CT.** · WSP ...
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Sales and Marketing Director
4 weeks ago
Brookdale Hartford, United StatesOverview · Director of Sales & Marketing · Brookdale Gables Farmington 20 Devonwood Drive, Farmington, CT 06032 · The Sales & Marketing Director position offers a competitive base salary plus commission, with additional earning opportunity through our President's Club · We are ...
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Senior Coordinator, Help Desk
3 weeks ago
WSP Glastonbury, United StatesJob Description: · WSP wishes to be a leader in the quality of IT service offered to its employees by providing them a varied but unified support structure consisting of a remote service desk, a self-service portal, and an onsite support team whose main mission is to independent ...
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Senior Lead Environmental Scientist
2 weeks ago
WSP Glastonbury, United StatesJob Description · Our Business · We are a global leader in environmental consulting - made stronger with the recent acquisitions of Golder, Wood, and RPS - with world-class expertise in environmental, social and governance (ESG), climate resiliency & sustainability (CRS), and e ...
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Senior Vice President
1 week ago
WSP Glastonbury, United StatesWSP USA · Senior Vice President - Property & Buildings · Glastonbury , · Connecticut · Apply Now · WSP is currently initiating a search for a · Senior Vice President - Property & Buildings · for our · Boston, MA · office. · The following locations will also be considere ...
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Senior Vice President
1 week ago
WSP Glastonbury, United StatesWSP USA · Senior Vice President - Property & Buildings · Glastonbury , · Connecticut · Apply Now · WSP is currently initiating a search for a · Senior Vice President - Property & Buildings · for our · Boston, MA · office. · The following locations will also be considere ...
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Senior Commercial Litigation Attorney
5 days ago
Jobot Middletown, United StatesJob Description · Job DescriptionInnovative legal firm competitive pay + GREAT benefits · This Jobot Job is hosted by: Taylor Kozumplik · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. · Salary: $180,000 - $225,000 per year · A bit abo ...
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Personal Injury Attorney
1 week ago
Jobot Middletown, United StatesJob Description · Job DescriptionCompetitive Pay, Innovative Legal firm, Excellent Benefits, Hybrid · This Jobot Job is hosted by: Taylor Kozumplik · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. · Salary: $80,000 - $150,000 per year ...
Senior Financial Planner - Hartford, United States - Ridgeline Financial Partners
Description
Company DescriptionRidgeline Financial Partners is a financial planning firm located in Greater Hartford. We pride ourselves on becoming our client's most trusted advisors.Ridgeline Financial Partners is one of the country's fastest growing firms and we are looking to add a seasoned member to our team with a strong work ethic and commitment to acting in the best interests of the client.
Role DescriptionThis is a full-time on-site role for a Senior Financial Planner at Ridgeline Financial Partners located in Greater Hartford.
As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning and investment management services to clients.
You will collaborate with clients to develop personalized financial plans, analyze their financial goals, and provide strategic recommendations to help them achieve their financial objectives.
You will also monitor and review client portfolios, stay updated on financial market trends, and ensure compliance with regulatory requirements.
QualificationsMinimum of 3 years of experience in financial planning or related rolesCertified Financial Planner (CFP) designation or intention to pursue the designationStrong knowledge of investments, retirement planning, tax strategies, insurance, and estate planningExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsDemonstrated proficiency in financial planning software and toolsBachelor's degree in finance, business, or related fieldSeries 7 and 66 (or 63 and 65) licensesAttention to detail and strong analytical skills#J-18808-Ljbffr
