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Senior Financial Planner; CFP – White-Glove Wealth Advisor
Job in
Canton, Hartford County, Connecticut, 06019, USA
Listed on 2026-01-01
Listing for:
MOHR Talent
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A well-established wealth management firm in Canton, CT is seeking an experienced Financial Planner to manage a portfolio of long-term clients. The ideal candidate will have a CFP certification and over 5 years of experience in financial planning. Responsibilities include developing comprehensive financial plans, providing expert investment guidance, and maintaining trust-based client relationships. This role demands polished communication skills and a commitment to exceptional client service, with a competitive salary range of $110,000–$125,000 plus bonus potential.
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Position Requirements
10+ Years
work experience
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