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Financial Consultant Financial Advisor

Wealth Planner & Financial Planning Specialist

Job in Branford, New Haven County, Connecticut, 06405, USA
Listing for: Thimble Island Private Wealth
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A growing wealth management firm in Branford, CT, is seeking a motivated Financial Planner to support and lead financial planning efforts. Key responsibilities include developing client-specific financial plans, conducting meetings, and collaborating with advisors. The ideal candidate has a Bachelor's degree and 2-5 years of relevant experience, alongside excellent communication and analytical skills. This position offers competitive compensation and a supportive work environment focused on professional development.
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