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Financial Consultant Financial Advisor Banking & Finance Financial Services

Wealth Planning Advisor – High Net Worth

Job in Milford, New Haven County, Connecticut, 06466, USA
Listing for: Union Savings Bank
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Banking & Finance, Financial Services
Job Description & How to Apply Below
A financial services institution in Connecticut is seeking a financial planner to guide clients through their financial planning processes. The role involves developing financial plans, providing analysis, and maintaining strong client relationships. Ideal candidates will have at least 4-6 years of financial planning experience and must possess or be pursuing the CFP designation. This position offers a hybrid work environment.
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