Financial Advisor

MOHR Talent; Connecticut; On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Health insurance reimbursement

Direct mentorship from the firm’s founder

Collaborative, small-team environment

Job summary

A boutique, family-owned wealth management firm in Fairfield County, CT is seeking a Certified Financial Planner (CFP) to join their team. This role offers mentorship from the founder and the opportunity to build a career in financial planning and client management. Ideal candidates will have a CFP certification, a passion for client relations, and 3-8 years of relevant experience.

Qualifications

• CFP certification required.
• 3 to 8 years experience in financial planning or wealth management.
• Experience with eMoney or similar software preferred.

Responsibilities

• Work closely with the firm's founder to learn processes and join client meetings.
• Transition into managing a portfolio of clients over time.
• Build and maintain client relationships.

Skills

Client relationship management

Financial planning

Mentorship

Detail-oriented

Relationship-driven

Education

Certified Financial Planner (CFP)

Series 65 or 66 license

Tools

eMoney

Job description

17 hours ago Be among the first 25 applicants

Fairfield County, CT | Onsite | $110,000–$130,000 Base

A boutique, family-owned wealth management firm is seeking a Certified Financial Planner (CFP) to join their growing team. This is a unique opportunity to work closely with the firm’s founder, gain hands-on mentorship, and transition into managing a book of business over time.

Financial Advisor

Fairfield County, CT | Onsite | $110,000–$130,000 Base

A boutique, family-owned wealth management firm is seeking a Certified Financial Planner (CFP) to join their growing team. This is a unique opportunity to work closely with the firm’s founder, gain hands-on mentorship, and transition into managing a book of business over time.

What’s Being Offered

As a team member, you’ll enjoy:

• Competitive base salary of $110K–$130K, depending on experience
  
• Health insurance reimbursement for open market plans
  
• Direct mentorship from the firm’s founder and lead advisor
  
• A collaborative, small-team environment with a focus on long-term growth
  
• The opportunity to transition into managing client relationships and building your career
  
  
  What’s Needed
  
  
  
  
  • CFP certification (required)
    
  • Series 65 or 66 license (required)
    
  • 3–8 years of experience in financial planning or wealth management
    
  • Strong client relationship management skills
    
  • Experience with eMoney or similar financial planning software (preferred)
    
  • A passion for helping clients achieve their financial goals and a desire to grow with the firm
    
    
    About the Role
    
    

    This is an onsite position in Fairfield County, CT, where you’ll work closely with the firm’s founder to learn their processes, join client meetings, and eventually transition into managing a portfolio of clients. The ideal candidate is detail-oriented, relationship-driven, and eager to grow with a boutique firm that values personalized service and long-term client relationships.

    
    
    Location
    
    

    Fairfield County, CT, offers a vibrant community with excellent schools, cultural attractions, and proximity to New York City. This is an onsite role, so candidates must be local or willing to relocate.

    
    
    How to Apply
    
    

    If you’re a CFP-certified professional with a passion for client relationships and a desire to grow with a boutique wealth management firm, we’d love to hear from you. Please apply with your most up-to-date resume.
    
    
    
    MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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