Certified Financial Planner

1 week ago Be among the first 25 applicants

$/yr - $/yr

Annual Bonus

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.

• 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

• 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

• Associate

• Full‑time

• Finance, Consulting, and Strategy/Planning

• Financial Services and Investment Management