Financial Planner/Wealth Advisor jobs in United States
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Thimble Island Private Wealth · 1 week ago

Financial Planner/Wealth Advisor

positionBranford, CT
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date2+ years exp

Thimble Island Private Wealth is a client-focused wealth management firm dedicated to delivering thoughtful, personalized financial planning and investment advice. They are seeking a motivated and detail-oriented Financial Planner to support and lead comprehensive financial planning efforts, working closely with advisors and clients to develop and implement customized strategies.

Financial Services
Hiring Manager
Matt Fleming, CFP®, AIF®
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Responsibilities

Develop and deliver comprehensive financial plans tailored to client goals, values, and life stages
Conduct client discovery meetings and ongoing plan reviews
Analyze client financial data, including cash flow, investments, retirement projections, tax strategies, and insurance coverage
Prepare and present planning recommendations in clear, client-friendly language
Collaborate with investment advisors, portfolio managers, and external professionals (CPAs, attorneys)
Assist with implementation of planning recommendations and monitor progress over time
Stay current on financial planning strategies, tax law changes, and industry best practices
Maintain accurate client records and documentation in CRM and planning software

Qualification

CFP® designationFinancial planning softwareRetirement planningInvestment principlesTax planningEstate planningAnalytical skillsCommunication skillsOrganizational skillsCollaborative team player

Required

Bachelor's degree in Finance, Economics, Business, or a related field
CFP® designation required or in progress
2–5+ years of experience in financial planning, wealth management, or a related advisory role
Strong knowledge of retirement planning, investment principles, tax planning, and estate planning concepts
Experience with financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital, or similar)
High attention to detail with strong analytical and organizational skills
Excellent communication skills, both written and verbal

Benefits

Health insurance
Retirement plan
Paid time off

Company

Thimble Island Private Wealth

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Wealth management is constantly evolving—your priorities when first starting out look a lot different than they do after retirement.
dateFounded in 2024
location
Branford, Connecticut, US
people-size2-10 employees
web-link
https://www.thimblepw.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase