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Financial Planner Jobs in Connecticut (NOW HIRING)

Sentinel Asset Management LLC

Financial Planner

Bethany, CT · On-site

$76K - $102K/yr

Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel's structured financial planning process ...

Sentinel Asset Management LLC

Financial Planner

Cheshire, CT · On-site

$76K - $102K/yr

Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel's structured financial planning process ...

Sentinel Asset Management LLC

Financial Planner

Marion, CT

$78K - $105K/yr

Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel's structured financial planning process ...

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$48K

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$132.7K

How much do financial planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial planner in Connecticut is $91,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,000.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Connecticut?

The most popular types of Financial Planner jobs in Connecticut are:

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For Financial Planner jobs in Connecticut, the most frequently searched job titles are:

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The top searched job categories for Financial Planner jobs in Connecticut are:

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Cities in Connecticut with the most Financial Planner job openings:

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Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Connecticut as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $91,971 per year, or $44.2 per hour.

Senior Financial Planner

Kestra Financial Independent Advisor

Avon, CT • On-site

$74K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 10 days ago

Job description

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

Requirements

Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).

Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.

Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.

Technical Skills:

  • Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
  • Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
  • Experience with CRM systems (e.g., Salesforce) and portfolio management tools.

Benefits

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.