More jobs:
Financial Planning Analyst; CFP Path to Advisor
Job in
Woodbridge, New Haven County, Connecticut, USA
Listed on 2026-01-02
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A leading financial services firm in Woodbridge, Connecticut is looking for a Financial Planner to join their Financial Planning Group. This role focuses on creating customized financial plans for clients and supporting wealth management teams. Candidates should possess strong analytical and communication skills, a relevant bachelor's degree, and ideally, a CFP® designation. The position offers a collaborative work environment with tools aimed at delivering an exceptional client experience, along with a range of beneficial employee packages.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×