Certified Financial Planner (CFP)

Ivy Way Placements; Shelton (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive Salary with Performance-Based Bonus

Comprehensive Health Insurance

401(k) with Company Match

Continuing Education Support

Pre-Established Client Base

Professional Development Pathways

Generous PTO

Collaborative Culture

Job summary

A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This role involves conducting thorough financial assessments, providing tailored financial guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum of 4 years of experience in financial planning or investment advisory roles, possess strong interpersonal skills, and have a goal-oriented mindset. Competitive salary with performance-based bonuses, comprehensive health benefits, and professional development opportunities are included.

Qualifications

• Minimum of 4 years of experience in financial planning or investment advisory roles.
• Strong interpersonal, organizational, and communication skills.
• Self-starter who is goal-oriented.

Responsibilities

• Conduct financial assessments to develop personalized strategies.
• Provide tailored financial guidance in investment management and retirement planning.
• Cultivate long-term client relationships through proactive communication.
• Stay updated on industry trends and regulatory changes.

Skills

Prospecting

Networking

Interpersonal skills

Organizational skills

Communication skills

Goal-oriented

Team player

Education

BA, BS, and/or Graduate Degree

Job description

Shelton, United States | Posted on 08/06/2025

• Work Experience Minimum of 4 years of experience in financial planning or investment advisory roles.
• State/Province Connecticut
• Country United States

About Us

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:

• Talent Acquisition: Connecting highly skilled finance professionals with leading firms.
• Career Coaching: Assisting candidates in navigating their career paths within the finance industry.
• Client Consulting: Advising companies on best practices for recruitment and talent retention.
• Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities.

Job Description

Is the Entrepreneurial Path Right For You?

The allure of entrepreneurship is powerful: the freedom to be your own boss, uncapped earning potential, and the thrill of building something from the ground up. In the financial advisory world, this often translates to building your own practice, shaping your client relationships, and designing your ideal professional life. We champion the entrepreneurial spirit within our advisors, offering a framework where you can run your own business with robust support.

But while the dream is compelling, the reality of entrepreneurship isn't for everyone. It demands a unique blend of traits, a high tolerance for risk, and an unwavering commitment that can differ from a traditional employment path. Before diving headfirst, it's crucial to honestly assess if the entrepreneurial journey truly aligns with you.

The Reality Check: Is It Truly for You? Pros of Entrepreneurship (When It's a Good Fit)

Flexibility (and Responsibility): You set your own hours, which can mean more time for personal pursuits or family. However, this flexibility comes with the responsibility of ensuring work gets done, often meaning longer, irregular hours, especially in the early stages.

Direct Impact on Income: Your efforts directly translate to your earnings. If you're a self-starter and highly motivated, this can be incredibly rewarding.

Personalized Client Relationships: You have the freedom to build client relationships based on your unique style and values, fostering deeper connections.

Learning and Development: You will constantly acquire new skills — from marketing and sales to operations and leadership.

Building Equity: Over time, you're building a valuable asset — your own practice or book of business — that has long-term value.

Cons of Entrepreneurship (When It Might Not Be for You):

Financial Instability (Initially): Income can be inconsistent, especially in the beginning. There's no guaranteed paycheck, which can be a source of stress for some.

No "Off" Switch: The lines between work and personal life can blur. As the owner, the responsibility for your business’s success rests squarely on your shoulders 24/7.

Multitasking Demands: Beyond advising clients, you're also the marketer, administrator, IT support, and sales lead. This requires juggling many different hats and skills.

High Risk and Responsibility: The buck stops with you. Business decisions, market fluctuations, and client outcomes are your ultimate responsibility.

Isolation: While you build client relationships, the day-to-day entrepreneurial journey can sometimes feel solitary without direct colleagues or a manager.

Unpacking Key Questions

To help you determine if you have the entrepreneurial DNA, ask yourself:

Are you comfortable with uncertainty?

Are you self-disciplined and self-motivated?

How do you handle rejection and setbacks?

Do you enjoy continuous learning and wearing many hats?

What's your risk tolerance?

Position Summary: As a Financial Advisor with our client’s firm, you will play a critical role in shaping clients’ financial futures through comprehensive planning, investment management, and financial guidance. In this client-focused role, you will have the opportunity to help individuals, families, and business owners define and achieve their financial goals. You’ll work alongside a skilled team of advisors and specialists, ensuring clients receive well-rounded, strategic advice to secure their financial independence and peace of mind.

Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including:

• Personal coaching from proven winners
• Customized marketing support to help you acquire clients and build your brand
• Access to a broad range of products to meet client needs
• Tools to manage your practice and support the sales process

Key Responsibilities:

• Conduct thorough financial assessments to develop personalized financial strategies aligned with clients' goals and risk tolerance.
• Provide tailored financial guidance in areas such as investment management, retirement planning, tax strategies, and estate planning.
• Review and adjust client portfolios as needed, maintaining an ongoing commitment to help clients stay on track toward their goals.
• Cultivate long‑term client relationships, offering education and proactive communication to foster trust and transparency.
• Collaborate with a network of specialists, including tax advisors and estate planners, to deliver a comprehensive service experience.
• Stay up to date on industry trends and regulatory changes to offer clients informed, forward‑thinking advice.
• Ensure compliance with all firm policies and financial regulations.

Requirements

• Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state‑of‑the‑art Advisor Pro Training program.
• Developing and maintaining long‑term relationships with clients.
• Providing financial solutions for clients through fact gathering and needs analyses.
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
• Strong interpersonal, organizational and communication skills.
• Self‑starter who is goal oriented.
• Teamplayer with a hearty work ethic.
• BA, BS, and/or Graduate Degree or equivalent work experience.

• Competitive Salary with Performance-Based Bonus: Recognizing and rewarding your impact in guiding clients.
• Comprehensive Health Insurance: Including medical, dental, and vision coverage.
• 401(k) with Company Match: Supporting your financial future with a retirement plan match.
• Continuing Education Support: Tuition reimbursement for certifications, conferences, and professional development.
• Pre-Established Client Base: Access to a strong client portfolio, eliminating the need for prospecting.
• Professional Development Pathways: Career growth opportunities through mentorship and leadership programs.
• Generous PTO: Paid time off to recharge and maintain well‑being.
• Collaborative Culture: Work within a team-oriented, client-focused environment committed to shared success.

If you are a Financial Advisor passionate about helping clients achieve financial clarity and security, Ivy Way Placements invites you to apply for this rewarding position with our client. This is an exceptional opportunity to advance your career within a supportive, client-centered firm. For the fastest consideration, please email [e-mail].