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Financial Planner Jobs in Stamford, CT (2,639)

VP, Financial Consultant - Fairfield, CT

Charles Schwab
Stamford, CT
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave

Financial Consultant Partner - Manhasset, NY

Charles Schwab
Manhasset, NY
New
Dental Insurance
Vision Insurance
Education
Parental Leave

Financial Planner

NYL - Melville
Melville, NY
Entry-Level
Icon: salary
$100k / year

Senior Financial Planner

Focus Financial Partners
White Plains, NY
Dental Insurance
Vision Insurance
Icon: salary
$130k - $160k / year

Wealth Manager

Financial Planner Recruiting
Darien, CT
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$125k - $200k / year

Financial Advisor

Financial Planner Recruiting
Darien, CT
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$125k / year
‌

Financial Advisor

Northwestern Mutual
Stamford, CT
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Consultant - Greenwich, CT

Fidelity Investments
Greenwich, CT
New
Education
‌

Financial Advisor

TD Bank
Bethpage, NY
New
Icon: salary
$72.3k - $108.2k / year
‌

Financial Advisor

Northwestern Mutual Life Insurance
Stamford, CT
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

EntryLevel Financial Advisor

NYL - Nassau-Suffolk NY
Melville, NY
New
Entry-Level
Education
Icon: salary
$116k / year
‌

Senior Wealth Manager

Financial Planner Recruiting
Darien, CT
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$200k - $300k / year
‌

Financial Advisor, Truist Investment Services, Greenwich, CT

Truist
Greenwich, CT
New
‌

Financial Planner

New York Life
Melville, NY
Entry-Level
Icon: salary
$100k / year
‌

Senior Financial Planner

Titan Wealth Holdings Limited
Port Chester, NY
New
‌

Client-Centric Financial Advisor & Planner

Fidelity Investments
Greenwich, CT
‌

Entry-Level Financial Planner & Wealth Advisor

New York Life
Melville, NY
Entry-Level
‌

Financial Planner (CFP) - Private Banking

Flagstar Bank
Hicksville, NY
Dental Insurance
Vision Insurance
Icon: salary
$90k - $121k / year
‌

Wealth Planner & Financial Advisor Unlimited Earnings

Northwestern Mutual – NYC
Norwalk, CT
‌

Entry-Level Financial Planner

WealthBridge Financial Group
Melville, NY
New
Entry-Level
‌

Coachable Entry-Level Financial Advisor | Client Planner

NYL - Nassau-Suffolk NY
Melville, NY
New
Entry-Level
‌

Private Banking Financial Planner (CFP) for UHNW Clients

Flagstar Bank
Hicksville, NY
‌

Financial Advisor

WizeHire
Melville, NY
New
Icon: salary
$80k - $150k / year
‌

Financial Advisor

Unavailable
Norwalk, CT
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Entry Level - Financial Advisor

Equitable Advisors
Stamford, CT
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$250 - $1,000 / week
‌

Financial Advisor

TD
Bethpage, NY
Icon: salary
$72.3k - $108.2k / year
‌

Financial Solutions Advisor - Wilton Financial Center

Bank of America
Wilton, CT
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Solutions Advisor - Syosset Financial Center

United States Digital Space
Jericho, NY
New
Icon: salary
$70k - $80k / year
‌

Financial Advisor- Bronx/Manhattan/Westchester

TD Bank
Pelham, NY
New
PTO
Icon: salary
$78.5k - $117.5k / year
‌

Financial Advisor

AscendHire
Stamford, CT
New
Icon: salary
$150k - $180k / year
‌

Remote Financial Advisor: Retirement Planner

Corebridge Financial
🌎 Remote
New
Remote
‌

Remote Retirement Planner | Financial Advisor

Corebridge Financial
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌

Remote Financial Advisor & Investment Planner

Wescom Financial
🌎 Remote
Remote

Job Description

Working as a Financial Planner in Stamford, CT

There are 2,639 Financial Planner opportunities available in Stamford, CT all with unique requirements.

The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.

Financial Planner jobs near Stamford, CT

  • New York, NY
  • Brooklyn, NY
  • Jersey City, NJ

Financial Planners in Stamford, CT Resume Data

Average Experience for Financial Planners in Stamford, CT

  • More than 10 years: 72%
  • 6-10 years: 20%
  • 3-5 years: 7%
  • 1-2 years: 1%
  • Less than 1 year: 1%

Educational Background for Financial Planners in Stamford, CT

  • Bachelors: 52%
  • Masters: 29%
  • Diploma: 10%
  • Associates: 8%
  • Doctorate: 1%

Top Skill for Financial Planners in Stamford, CT

  • Attention to detail: 17%
  • Customer focus & orientation: 15%
  • Work style: Reliability: 12%
  • Administrative assistant/receptionist: 11%
  • Sales skills: 11%
  • Spreadsheets with Microsoft Excel: 8%
  • Management & leadership skills: Planning & execution: 7%
  • Customer service: 7%
  • Bookkeeping: 6%
  • Verbal communication: 6%

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    Financial Planner jobs near Stamford, CT

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