Certified Financial Planner
$110k - $130kGemHarvest Executive Recruiting
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 #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 1 day ago
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