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Financial Planning Specialist Jobs in Connecticut

Remote Planning Specialist Jobs
By Norton & Associates Inc. At Connecticut, United States
Complete ongoing training to earn and maintain certification to book itineraries
Network with tour operators regarding packages that you can possibly offer to clients
Part Time or Full time Requirements
Personal tour planning experience is a huge plus, however not required
Previous experience in customer service or hospitality also a plus, but not required
Strong sales skills and commercial awareness
Planning Specialist Jobs
By State of Connecticut - Office of the State Comptroller At , Hartford, 06106, Ct $99,524 - $129,107 a year
Extensive experience and high level of skill utilizing the Core-CT Pension Module;
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE
Demonstrated experience in written communications in a professional setting, moving from concept to implementation with little editorial oversight;
Experience conducting policy-oriented research and presenting findings in presentations or written materials;
Excellent presentation and interpersonal skills, as well as excellent verbal and written communication skills.
Financial Planning Control Manager
By Nationwide Technical & Executive Search, Inc. At Bethel, CT, United States
Permanent /Direct Hire Position, great company, excellent pay and benefits
On-site position and not Remote
Relocation assistance available for this position
No Sponsorships, transfers, OPT, or visa sponsorships.
If you are a good fit, you will most likely be contacted the same day.
Maintains a continuous improvement and learning mindset; contributes to the ongoing standardization and improvement of financial planning tools and processes.

Are you looking for an exciting opportunity to help people achieve their financial goals? We are looking for a Financial Planning Specialist to join our team and provide comprehensive financial planning services to our clients. You will be responsible for developing and implementing financial plans, analyzing investments, and providing advice on a variety of financial topics. If you have a passion for helping people and a strong understanding of financial planning, this could be the perfect job for you!

Overview Financial Planning Specialists are responsible for providing financial advice and guidance to individuals and businesses. They help clients develop and implement financial plans that meet their short and long-term goals. Financial Planning Specialists may work in a variety of settings, including banks, insurance companies, and investment firms. Detailed Job Description Financial Planning Specialists are responsible for assessing clients’ financial situations and providing advice on how to best manage their money. They analyze clients’ financial data, such as income, expenses, investments, and debts, and develop strategies to help them reach their financial goals. Financial Planning Specialists also help clients develop budgets, select investments, and plan for retirement. They may also provide advice on insurance, taxes, and estate planning. Financial Planning Specialists must stay up-to-date on financial regulations and trends in order to provide the best advice to their clients. Job Skills Required Financial Planning Specialists must have excellent communication and interpersonal skills. They must be able to explain complex financial concepts in a way that is easy to understand. They must also be able to listen to clients’ needs and develop strategies to meet those needs. Financial Planning Specialists must also have strong analytical and problem-solving skills. Job Qualifications Financial Planning Specialists typically need a bachelor’s degree in finance, economics, accounting, or a related field. They must also have a valid license to practice in their state. Many employers also require Financial Planning Specialists to have a Certified Financial Planner (CFP) designation. Job Knowledge Financial Planning Specialists must have a thorough understanding of financial regulations, trends, and products. They must also be knowledgeable about taxes, insurance, investments, and retirement planning. Job Experience Financial Planning Specialists typically need several years of experience in the financial industry. They may also need to have experience working with clients in order to understand their needs and develop strategies to meet those needs. Job Responsibilities Financial Planning Specialists are responsible for assessing clients’ financial situations and providing advice on how to best manage their money. They must analyze clients’ financial data, such as income, expenses, investments, and debts, and develop strategies to help them reach their financial goals. Financial Planning Specialists must also help clients develop budgets, select investments, and plan for retirement. They must stay up-to-date on financial regulations and trends in order to provide the best advice to