MOHR Talent
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 hr@themohrgrp.com
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at MOHR Talent by 2x Financial Advisor - Sikorsky Credit Union
Greenwich, CT $200,000.00-$250,000.00 1 month ago Fairfield County, CT $300,000.00-$500,000.00 1 week ago Financial Reporting Sr. Analyst (Public Accounting Pref, $120K-$150K)
New York, NY $120,000.00-$150,000.00 5 days ago Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Stamford, CT $105,000.00-$250,000.00 1 week ago Stamford, CT $84,980.00-$193,440.00 5 days ago Annuity Operations Business Intelligence Lead
Norwalk, CT $80,000.00-$90,000.00 1 week ago Financial Services - Consulting - Guidewire - Business Analyst - Manager
Stamford, CT $141,200.00-$258,900.00 2 weeks ago Personal Financial Counselor, Assignment Ready Counselor, PFC Connecticut
Danbury, CT $45,655.00-$68,485.00 7 months ago Norwalk, CT $80,000.00-$150,000.00 3 weeks ago CFA - Chartered Financial Analyst - Level 1 Tutor
Fairfield County, CT $82,000.00-$115,000.00 6 days ago CFA - Chartered Financial Analyst - Level 2 Tutor
Financial Analyst, Mergers and Acquisitions
Stamford, CT $125,000.00-$190,000.00 1 day ago Stamford, CT $76,800.00-$115,200.00 1 week ago Westport, CT $70,000.00-$80,000.00 1 week ago Bridgeport, CT $85,000.00-$95,000.00 2 weeks ago Senior Home Lending Advisor - Greenwich, CT
CFA - Chartered Financial Analyst - Level 1 Tutor
Stamford, CT $60,000.00-$250,000.00 6 days ago CFA - Chartered Financial Analyst - Level 1 Tutor
Locum Nurse Practitioner (NP) - Hematology and Oncology in Torrington, CT
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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 hr@themohrgrp.com
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at MOHR Talent by 2x Financial Advisor - Sikorsky Credit Union
Greenwich, CT $200,000.00-$250,000.00 1 month ago Fairfield County, CT $300,000.00-$500,000.00 1 week ago Financial Reporting Sr. Analyst (Public Accounting Pref, $120K-$150K)
New York, NY $120,000.00-$150,000.00 5 days ago Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Stamford, CT $105,000.00-$250,000.00 1 week ago Stamford, CT $84,980.00-$193,440.00 5 days ago Annuity Operations Business Intelligence Lead
Norwalk, CT $80,000.00-$90,000.00 1 week ago Financial Services - Consulting - Guidewire - Business Analyst - Manager
Stamford, CT $141,200.00-$258,900.00 2 weeks ago Personal Financial Counselor, Assignment Ready Counselor, PFC Connecticut
Danbury, CT $45,655.00-$68,485.00 7 months ago Norwalk, CT $80,000.00-$150,000.00 3 weeks ago CFA - Chartered Financial Analyst - Level 1 Tutor
Fairfield County, CT $82,000.00-$115,000.00 6 days ago CFA - Chartered Financial Analyst - Level 2 Tutor
Financial Analyst, Mergers and Acquisitions
Stamford, CT $125,000.00-$190,000.00 1 day ago Stamford, CT $76,800.00-$115,200.00 1 week ago Westport, CT $70,000.00-$80,000.00 1 week ago Bridgeport, CT $85,000.00-$95,000.00 2 weeks ago Senior Home Lending Advisor - Greenwich, CT
CFA - Chartered Financial Analyst - Level 1 Tutor
Stamford, CT $60,000.00-$250,000.00 6 days ago CFA - Chartered Financial Analyst - Level 1 Tutor
Locum Nurse Practitioner (NP) - Hematology and Oncology in Torrington, CT
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr