Top 93 Financial planner Jobs in Simsbury, Ct

Financial Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Customer service
- No experience needed
- Office
- Paid holidays
- Disability insurance
Quick Apply
14d
Lead Financial Planner
The MOHR Enterprises LLC —Farmington, CT
- $135,000 - $150,000 a year
- 7 years
- Office
- Business development
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Financial Advisor - Career Changer
Northwestern Mutual - West Hartford —West Hartford, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
10d
Lead Financial Planner (CFP preferred)
The MOHR Enterprises LLC —West Hartford, CT
- $135,000 - $170,000 a year
- 7 years
- Office
- Mentoring
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Financial Advisor
Wealth Enhancement Group —Hartford, CT
- $150,000 - $170,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Profit sharing
- Paid parental leave
1d
Entry-Level Financial Advisor
NPA Financial, LLC —Glastonbury, CT
- $50,000 - $75,000 a year
- Full-time
- No experience needed
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Consultant Partner - West Hartford, CT
Charles Schwab —West Hartford, CT
- $62,600 - $97,900 a year
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
7d
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- $150,000 a year
- Full-time
- Mid-level
- Office
- Financial services
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/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
Wealth Management Trainee (CT)
Bankers Life —Hartford, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Advisor
Moneco Advisors —Glastonbury, CT
- Full-time
- 5 years
- Bachelor's degree
- Senior level
Financial Consultant
The Vermont Agency —Hartford, CT
- $55,000 - $75,000 a year
- Mid-level
- Analysis skills
- Financial services
- Opportunities for advancement
Quick Apply
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
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
Retirement Plan Consultant
OneDigital —Farmington, CT
- $70,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Finance
- Health insurance
- Paid time off
Servicing Financial Advisor - Connecticut
Alera Group —Wethersfield, CT
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Financial Analysis Consultant, Claims Finance
The Hartford —Hartford, CT
- $102,800 - $154,200 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
Financial Advisor
Cowen Tax Advisory Group, Inc. —Farmington, CT
- $60,145.14 - $70,000.00 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Retirement plan
Quick Apply

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financial planner jobs near simsbury, ct

Financial Advisor-in-Training

AdviceOne -
Glastonbury, CT

Quick Apply

Job Details

Full-time
$60,000 a year
14 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Financial planning services
Tuition reimbursement
Paid time off
Vision insurance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication
Customer relationship building
Customer service
Bachelor's degree

Full Job Description

Your Work Ethic Isn’t Average. Your Career Shouldn’t Be Either.
You’ve been the person others rely on - the one picking up on what other people need, handling challenges calmly, and helping people feel supported in the moment. You're driven. And somewhere in the back of your mind, you've wondered if there's a fulfilling career surrounded by a team of people that can actually keep up with you.

There is. And it's not what you'd expect.

The opportunity no one else is offering.
AdviceOne is hiring for a life-changing opportunity to join a fast-growing advisory firm with strong female leadership and a training program that sets you up for long-term success. Our clients are leaders across the aerospace industry, including literal rocket scientists, who expect precision and excellence. They rely on us as they make some of the most consequential financial decisions of their lives.

If you’re energized by helping people and want a fast track to becoming a trusted advisor, you’ve come to the right place.

Training & Development Program
Our two-year advisor development program is one of the most intentional, structured launches in the industry – built to grow exceptional people into elite advisors without the cold calls and the burnout.
Here's what your first two years look like:

Own real client relationships early with mentorship, structure, and a team behind you.
Lead financial planning conversations that shape how successful families approach retirement, security, and legacy.
We don't ease you in. By week two, you're sitting in real client meetings because we believe the fastest way to build your acumen and your confidence is to build them together, in the room, in real time.

Upon completing the program, you’ll step into a rewarding career, serving your own clients with the skills of an advisor with 10 years of experience! The exposure here is unlike anything else in the industry.

Who You Are
We've found that people who come from hospitality, retail, restaurants, or client-facing roles bring something most finance programs can't teach: the ability to provide exceptional customer service, think quickly, and deliver under pressure. Some of our most successful advisors have degrees in communications, English, and psychology. The common thread isn't background – it's exceptional people skills and the hunger to grow.
What you bring:

Off-the-charts people skills – you don't just understand people, you connect with them.
Strong verbal communication and a knack for relationship building that make you someone others instinctively trust.
Problem-solving skills that make complex issues easy to solve.

Resilient, driven, and growth-minded – you rise to challenges, learn quickly, and keep pushing forward.
Adaptable and collaborative – you possess a natural ability to thrive in team-oriented environments.

A bachelor's degree (or graduation within six months) - field of study doesn't matter.

Finance experience? Not required. The instincts to connect with people and the drive to do hard things? Non-negotiable. We are not analyzing markets or picking investments. We are helping our clients with real, life-changing decisions.

A Work Model That Respects Your Life
We built our schedule around our clients - and we are protecting yours at the same time.

Hybrid position – live in Glastonbury, CT on Tuesdays, every other day is work from home
On remote days - work from a dedicated home office with a secure, private connection (no public WiFi)
Two evenings of work per week (Monday–Wednesday), so you're present when your clients actually are
40-hour work week – we believe a criteria for success is balance
Four-day work week (Fridays off) after foundational training (within first 12 months), based on demonstrated readiness

We work hard. We go home.

Included With This Opportunity

Competitive base salary with significant opportunity for growth (think doubling by your 3-year mark)
Quarterly performance bonus potential
Earn your Series 65 and pursue your CFP® designation, paid for by us
Medical, Dental, Vision, & Life Insurance
401(k) with 3% employer contribution
16 paid holidays - including the entire week between Christmas and New Year's
Generous PTO
Short- and long-term disability coverage

About AdviceOne
AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management. Our fast-paced firm thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence.

If this is you, don’t wait.
Training and development opportunities like this are rare. Apply now and start right after graduation – or jump in immediately.

No phone calls, please.

Benefits:

401(k)
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Paid time off
Retirement plan
Tuition reimbursement

Work Location: Hybrid remote in Glastonbury, CT 06033

Quick Apply

Refine Your Search

financial planner jobs in simsbury, ct

Financial Advisor-in-Training

Lead Financial Planner

Financial Advisor - Career Changer

Lead Financial Planner (CFP preferred)

Financial Advisor

Entry-Level Financial Advisor

Financial Consultant Partner - West Hartford, CT

Financial Advisor

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

Wealth Management Advisor (with training)

FINANCIAL/WEALTH MANAGEMENT ADVISOR

Wealth Management Trainee (CT)

Wealth Advisor

Financial Consultant

Financial Solutions Advisor - Pioneer Valley Market

Life Insurance Account Analyst - CIGNA - Hybrid

Retirement Plan Consultant

Servicing Financial Advisor - Connecticut

Financial Analysis Consultant, Claims Finance

Financial Advisor

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