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Financial Sales Financial Consultant Banking & Finance

CFP Financial Advisor - Client-Focused Wealth Management

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: Raven Ridge
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 175000 USD Yearly USD 175000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Connecticut is seeking a Financial Advisor With CFP offering competitive compensation up to $175,000 annually. This position focuses on account management and client retention rather than sales, making it ideal for professionals with over 5 years of experience in financial services or wealth management. The role includes responsibilities such as developing financial planning goals, monitoring client accounts, and consulting on estate planning, with hybrid work options available.
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