Financial Planning Specialist - Mentorship & Growth

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

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.