40 Cfp Jobs in Connecticut
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Financial Advisor Johnson Brunetti Retirement & Investment Specialists - Wethersfield, CT, United States of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 or Series 7 & 66 - REQUIRED CFP designation a plus Strong organizational, prioritization, interpersonal & management 3 days ago
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Investment Advisor Buell Securities - Glastonbury, CT, United States as an Investment Advisor or equivalent job role is highly recommended Bachelor's degree in Finance, Economics, or related field ASIC RG146 compliance and being a Holder of an AFSL are desirable CFA, CFP, CPA 5 days ago
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Financial Services Professional -Hybrid Remote (CT) Bankers Life - East New London, Connecticut , SIE, Series 6, Series 63, CFP®, and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered 2 days ago
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Financial Services Professional Bankers Life - Hartford, CT, United States designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP® Award-winning training - Bankers Life has been named as a Training 5 days ago
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Financial Planner-Paraplanner HFM Wealth Management - , CT, United States & Performance Readiness Sought: A four-year college degree in a relevant field of study, with a minimum of 2 years relevant industry experience. CFP (Certified Financial Planner) designation Thorough knowledge 6 days ago
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Senior Financial Advisor/Planner Kestra Financial Independent Advisor - Avon, Connecticut (preferred) -preferably a degree in finance or accounting -desire to seek the CFP designation in 2-3 years Benefits Base salary ($80K-100K) with targeted 5-10% bonus as a percentage of salary 401(k) with a 3 13 days ago
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Financial Advisor Bankers Life - Danbury, CT, United States with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP® Award-winning training - Bankers Life has been named as a Training Apex Award Winner 7 days ago
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Insurance Sales Agent Bankers Life - Milford, CT, United States , Series 7, Series 63, Series 66, Series 65, and CFP®. Our career paths and training programs provide the support you need to take your career in any direction you choose and the flexibility to move through 7 days ago
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Financial Services Representative Fidelity Investments - Greenwich, United States with High Net Worth clients A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support Competitive 7 days ago
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Wealth Planner Fiducient Advisors - Windsor, CT, United States experience 3-5 years of relevant client-facing and wealth planning experience Proficiency in eMoney and Microsoft Suite CFP or working towards Essential Traits Knowledge of investments, insurance, income taxes 7 days ago
Top locations
- Hartford, CT (28)
- Norwich, CT (22)
- West Hartford, CT (15)
- Greenwich, CT (9)
- Stamford, CT (8)
- New London, CT (4)
- Danbury, CT (3)
- Milford, CT (3)
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