Top 99 Financial planner Jobs in Bloomfield, Ct

Financial Advisor
Ameriprise Financial —Glastonbury, CT
- $150,000 a year
- Full-time
- Mid-level
- Office
- Financial services
Financial Advisor - Hartford County, CT
Thrivent —Hartford, CT
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Representative
Northwestern Mutual —Springfield, MA
- $97,000 - $377,000 a year
- 8 hour shift
- Sales
- Military
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
FINANCIAL/WEALTH MANAGEMENT ADVISOR
Northwestern Mutual/West Hartford, Connecticut —West Hartford, CT
- $102,345 - $375,765 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor - Career Changer
Northwestern Mutual - West Hartford —West Hartford, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Health savings account
- Disability insurance
Quick Apply
Lead Financial Planner
The MOHR Enterprises LLC —Farmington, CT
- $135,000 - $150,000 a year
- 7 years
- Office
- Business development
Quick Apply
8d
Marketing Operations, Financial & Budgeting Advisor - Hybrid
The Cigna Group —Bloomfield, CT
- $99,800 - $166,300 a year
- Online Application
- Hybrid work
- Office
- Analysis skills
- Continuous improvement
- Paid holidays
- Health insurance
Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center
Bank of America —Bloomfield, CT
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Customer service
- Mid-level
Financial Solutions Advisor - Pioneer Valley Market
Bank of America —Avon, CT
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
4d
Financial Consultant - West Hartford, CT
Fidelity Investments —West Hartford, CT
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
- Retirement plan
Life Insurance Account Analyst - CIGNA - Hybrid
The Cigna Group —Bloomfield, CT
- $26 - $39 an hour
- Online Application
- Hybrid work
- Mid-level
- Office
- Windows
- Paid holidays
- Health insurance
11d
Licensed Private Client Banker
KeyBank National Association —Glastonbury, CT
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
9d
Senior Financial Consultant - Enterprise Technology Finance
The Travelers Companies, Inc. —Hartford, CT
- $73,900 - $122,000 a year
- Hybrid work
- Microsoft Outlook
- CPA
- Finance
- Wellness program
- Paid holidays
8d
Financial Analysis Consultant, Claims Finance
The Hartford —Hartford, CT
- $102,800 - $154,200 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
10d
Wealth Management Advisor (West Hartford, CT)
TIAA —West Hartford, CT
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Retirement Plan Advisor
Empower Annuity Insurance Company of America —Hartford, CT
- $79,400 - $112,175 a year
- Remote
- Microsoft Word
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Farmington, CT
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor (with training)
Northwestern Mutual —Springfield, MA
- $79,508 - $233,907 a year
- 8 hour shift
- Sales
- Military
- Office
- Paid training
- Health insurance
Quick Apply
Financial Advisor Support Specialist
Gateway Financial Partners —Glastonbury, CT
- $52,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (CT)
Bankers Life —Hartford, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

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financial planner jobs near bloomfield, ct

Financial Advisor

Ameriprise Financial -
Glastonbury, CT

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Job Details

Full-time
$150,000 a year

Qualifications

Finance advising
Customer relationship building
Mid-level
Managing financial planning clients
Client services
Financial services
Retirement planning advisory services

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

About Opportunity
Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England.
As part of this growth, we are seeking both new and experienced Financial Advisors to join our team. This is a unique opportunity to accelerate your career, expand your client base, and partner with a firm that is committed to mutual success.

Growth & Transition Support

We offer a highly competitive and differentiated transition program:

Initial book of approx. 20M to manage

Salary of $150,000 if you have $30M in assets to transition over to CWM at Ameriprise.
Proven expertise onboarding advisors and transitioning client relationships.
Dedicated support to ensure a smooth, efficient, and client-focused transition.
Enhanced partnership opportunities for advisors with an established book of business.

About Coastal Wealth Management

Headquarters: Glastonbury, CT & Mystic, CT
Additional Offices: Warwick, RI & Pensacola, FL
Team Size: 20+ professionals across all locations
Assets Under Management: $1.7 billion+
Custody & Platform: Ameriprise Financial

We provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include:

Retirement planning (including 401(k) strategies)
Investment portfolio management
Family wealth planning
Full-service financial guidance

We operate as a relationship-driven, full-service firm, with a commitment to exceptional client care. To maintain accessibility and deliver high-touch experience, our advisors work fully in-office.

What We’re Looking For

Experienced Financial Advisors
Entrepreneurial mindset with a desire to grow
Strong relationship-building and client service skills
Existing book of business (required)
Commitment to delivering exceptional client outcomes

Why Join Coastal Wealth Management?

Immediate opportunity to scale your practice
Unique asset matching program to accelerate growth
Strong operational and transition support
Established brand with deep regional presence
Collaborative, growth-oriented team culture
Clear path to partnership for top performers

Note: Candidates should be aware that this position involves working from our offices in Glastonbury CT & New England Region

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

financial planner jobs in bloomfield, ct

Financial Advisor

Financial Advisor - Hartford County, CT

Financial Representative

FINANCIAL/WEALTH MANAGEMENT ADVISOR

Financial Advisor - Career Changer

Lead Financial Planner

Marketing Operations, Financial & Budgeting Advisor - Hybrid

Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center

Financial Solutions Advisor - Pioneer Valley Market

Financial Consultant - West Hartford, CT

Life Insurance Account Analyst - CIGNA - Hybrid

Licensed Private Client Banker

Senior Financial Consultant - Enterprise Technology Finance

Financial Analysis Consultant, Claims Finance

Wealth Management Advisor (West Hartford, CT)

Retirement Plan Advisor

Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)

Wealth Management Advisor (with training)

Financial Advisor Support Specialist

Wealth Management Trainee (CT)

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