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CFP Investment Advisor - Private Wealth & Planning
Job in
Norwalk, Fairfield County, Connecticut, 06860, USA
Listed on 2026-06-04
Listing for:
Daybright Financial
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Daybright Financial seeks an experienced Investment Advisor (CFP®) to join our team in Miami, FL. You will manage a book of approximately 100 client households, establishing and updating profiles while providing investment guidance. The role demands a strong command of planning software and a commitment to fiduciary care.
With 5–15 years of investment management experience, you'll conduct proactive client check-ins and cross-sell services within your personal network. Opportunities abound for impactful financial planning in a collaborative environment.
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