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Certified Financial Planner

Job in Danbury, Fairfield County, Connecticut, 06813, USA
Listing for: GemHarvest Executive Recruiting
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 110000 - 130000 USD Yearly USD 110000.00 130000.00 YEAR
Job Description & How to Apply Below

1 week ago Be among the first 25 applicants

Base pay range

$/yr - $/yr

Additional compensation types

Annual Bonus

Financial Planner - Hybrid schedule: only 1–2 days in-office

Boutique, fast-growing RIA in Fairfield, CT seeks a CFP-level Financial Planner to deliver comprehensive planning and client relationship management in a collaborative, entrepreneurial environment. This is a ground‑floor opportunity to join directly with the Founder/CEO, contribute meaningfully to client outcomes, and grow into leadership as the firm expands.
Not a sales role/No portable book of business required.

Highlights
  • Build and present comprehensive financial plans, guiding clients across tax, retirement, and legacy strategies
  • Lead client relationships post‑onboarding, conducting regular review meetings and strategy sessions with support from the Founder
  • Hybrid schedule: only 1–2 days in‑office (weekly team meeting and occasional client visits); remainder of the week remote
  • Competitive compensation package ($110,000 – $130,000 base plus bonuses ranging from $15,000 – $25,000, with long‑term equity and revenue‑sharing upside, unlimited PTO
  • Entrepreneurial culture with direct mentorship and a clear career path into leadership as the firm grows
Requirements
  • Bachelor's Degree
  • CFP (or in final stages of completion)
  • 4+ years of client‑facing financial planning experience
  • Proficiency with planning software (Right Capital or eMoney preferred)
  • Strong communication skills, growth mindset, and desire to contribute to a scaling RIA
Seniority level
  • Associate
Employment type
  • Full‑time
Job function
  • Finance, Consulting, and Strategy/Planning
Industries
  • Financial Services and Investment Management
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