GemHarvest Executive Recruiting
Certified Financial Planner (Fairfield County)
GemHarvest Executive Recruiting, Southport, Connecticut, us, 06890
Financial Planner - Hybrid schedule: only 12 days in-office
Boutique Wealth Management Firm
Fairfield, CT
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 12 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
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 12 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