Certified Financial Planner

GemHarvest Executive Recruiting; Connecticut; Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation package

Unlimited PTO

Direct mentorship and career growth opportunities

Job summary

A financial services recruiting firm in Connecticut is seeking a Financial Planner with a hybrid work schedule. The role involves building comprehensive financial plans and managing client relationships with opportunities for career growth. The ideal candidate should have a Bachelor's Degree, CFP qualification, and 4+ years of relevant experience, along with strong communication skills. This position offers competitive compensation including bonuses and equity opportunities.

Qualifications

• 4+ years of client-facing financial planning experience required.
• Proficiency with planning software like RightCapital or eMoney.
• Strong communication skills and growth mindset essential.

Responsibilities

• Build and present comprehensive financial plans to clients.
• Lead client relationships and conduct regular review meetings.
• Mentorship and leadership development as the firm grows.

Skills

Client-facing experience

Communication skills

Growth mindset

Education

Bachelor's Degree

CFP (or in final stages of completion)

Tools

RightCapital

eMoney

Job description

1 week ago Be among the first 25 applicants

Base pay range

$110,000.00/yr - $130,000.00/yr

Additional compensation types

Annual Bonus

Financial Planner - Hybrid schedule: only 1–2 days in-office

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.

Highlights

• 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

Requirements

• Bachelor's Degree
• CFP (or in final stages of completion)
• 4+ years of client‑facing financial planning experience
• Proficiency with planning software (RightCapital or eMoney preferred)
• Strong communication skills, growth mindset, and desire to contribute to a scaling RIA

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Finance, Consulting, and Strategy/Planning

Industries

• Financial Services and Investment Management