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CFP Investment Advisor Private Retirement Solutions
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-07-09
Listing for:
Daybright Financial
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Daybright Financial is seeking an experienced Investment Advisor (CFP®) for their Private Sector Retirement Solutions segment in Miami, FL. The role involves managing around 100 client households, providing personalized financial planning and investment guidance.
The successful candidate will have a CFP® certification, strong experience in client relations, and a command of planning software. The position emphasizes collaboration with the Investment Department and offers opportunities for significant client impact and business growth.
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