CFP Investment Advisor for Private Retirement Solutions

Daybright Financial; Connecticut; On-site; USD 85,000 - 120,000; Full time

Job summary

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.

Qualifications

• 5–15 years of client-facing investment management and financial planning experience.
• Strong command of planning software (MoneyGuidePro and/or Orion Planning).
• Exceptional organization and attention to detail.

Responsibilities

• Onboard and maintain complete household profiles.
• Build comprehensive financial plans and ‘what-if’ scenarios.
• Coordinate strategy selection and portfolio implementation.
• Conduct proactive client check-ins and formal review meetings.
• Ensure compliance with SEC/state RIA regulations.
• Source new client relationships and drive business growth.

Skills

Client relationship management

Financial planning

Investment strategy selection

Communication skills

Attention to detail

Education

CFP® Certification

Tools

MoneyGuidePro

Orion Planning

Job description

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.