CFP Financial Planner — Hybrid, Equity & Leadership Path

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

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.