Senior CFP: Wealth Planning ‑Net‑Worth Clients
Job in
Bloomfield, Hartford County, Connecticut, 06002, USA
Listed on 2025-12-10
Listing for:
MOHR Talent
Full Time
position Listed on 2025-12-10
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Bloomfield, CT seeks a Lead Financial Planner (CFP) to manage approximately 100 high-value clients. Responsibilities include developing tailored financial plans, providing advisory guidance, and building strong client relationships. Candidates must possess a CFP certification, a bachelor's degree in Finance or a related field, and have over 5 years of relevant experience. This full-time role offers a competitive salary ranging from $110K to $125K plus bonus opportunities.
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Position Requirements
10+ Years
work experience
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