Financial Planning Specialist

MOHR Talent; Hartford (CT); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Direct mentorship from senior leadership

Clear advancement path

Collaborative team environment

Job summary

A growing wealth management firm in West Hartford is seeking a Financial Planning Specialist to support their Senior Financial Planner. This position offers the opportunity to work closely with high-net-worth clients while gaining exposure to advanced planning strategies. Ideal candidates will have 2+ years of experience in financial planning and strong organizational skills. The role emphasizes mentorship and personal growth in a collaborative team environment, making it an excellent opportunity for career advancement.

Qualifications

• Minimum 2 years of experience in financial planning or wealth management.
• Experience with financial planning software is preferred.
• Professional communication skills are essential.

Responsibilities

• Prepare and update financial plans using software.
• Organize client financial data.
• Assist with cash flow projections and investment reviews.
• Maintain accurate client records.

Skills

Financial planning experience

Client communication

Organizational skills

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

Tools

eMoney

Job description

West Hartford, CT | $75,000–$95,000 Base | Monday–Friday | Onsite

We’re partnered with a growing, well-established wealth management firm in West Hartford that works with high-net-worth clients. As their client base expands, they’re adding a Financial Planning Specialist to support their Senior Financial Planner.

This is an excellent opportunity for someone with 2+ years in financial planning or wealth management who wants to grow in a structured, mentorship-driven environment — with real exposure to advanced planning strategies and client interaction.

If you’re detail-oriented, organized, and passionate about helping clients reach their financial goals, this role offers strong growth potential.

What You’ll Do

• Prepare and update financial plans using eMoney (or similar software)
• Gather and organize client financial data
• Assist with cash flow projections, investment reviews, and scenario planning
• Maintain accurate and compliant client records
• Attend select client meetings and support planning discussions
• Partner with advisory, operations, and compliance teams
• Provide responsive, high-quality client service

What They’re Looking For

• 2+ years of experience in financial planning or wealth management
• Experience with eMoney or similar planning software preferred
• Bachelor’s degree in Finance, Accounting, Economics, or related field (preferred)
• Strong attention to detail and organizational skills
• Professional communication skills — this role has client exposure
• CFP® preferred or interest in pursuing it

Why This Role Stands Out

• Clear path toward advancement into a planning or advisory role
• Direct mentorship from senior leadership
• Exposure to sophisticated high-net-worth planning strategies
• Stable, collaborative team environment

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]