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Remote Ex Financial Advisor Jobs in Connecticut (NOW HIRING)

Financial Controller

Stamford, CT · On-site +1

$135K - $145K/yr

  • Medical

  • Retirement

  • PTO

Remote (Stamford, CT) Reports To: CEO Who We Are Icon Health is a leading provider of value-based ... advise CEO/board, implement systems, drive continuous improvement. * Oversee all accounting ...

Remote Tax Manager

Stafford, CT · Remote

$150K - $170K/yr

  • Medical

  • Retirement

  • PTO

Job Title: Remote Tax Manager Job ID: 1050602 Date Posted: July 28, 2026 Employment Type ... Review financials to identify missed planning opportunities and advise on entity structuring and ...

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Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

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

The most popular types of Ex Financial Advisor jobs in Connecticut are:

What are popular job titles related to Remote Ex Financial Advisor jobs in Connecticut?

For Remote Ex Financial Advisor jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Connecticut look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Connecticut are:

What cities in Connecticut are hiring for Remote Ex Financial Advisor jobs?

Cities in Connecticut with the most Remote Ex Financial Advisor job openings:

Entry-Level Investment & Protection Advisor (Remote)

Traction Forge Financial

New Haven, CT • Remote

Part-time

Re-posted 23 days ago


Job description

At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

Retirement Planning
Wealth Accumulation Strategies
College Planning
Investments
Insurance and Protection Solutions
Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME