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CFP Wealth Planner & Client Leader
Job in
Danbury, Fairfield County, Connecticut, 06813, USA
Listed on 2026-07-14
Listing for:
Lead Advisor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Lead Advisor, a wealth management consulting firm in Fairfield County, CT, seeks a CFP to oversee planning, case design, research, and client experience for a growing client base.
The Director of Research and Client Experience will lead planning processes, manage advanced client case designs, and coordinate research and service delivery to ensure efficient operations, high satisfaction, and growth of key relationships.
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