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Cfp Cfa Jobs in Riverside, CT (NOW HIRING)

Mannyfesting Miracles LLC

Senior Advisor

New York, NY · On-site

$149K - $149K/yr

CFP, CFA, or CIMA designations preferred. * Entrepreneurial Mindset: A self-motivated professional looking for higher autonomy, better payout structures, and a clear path to scale their practice.

SimpleCITI

Wealth Advisor

Garden City South, NY · On-site

Series 65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam where applicable * Minimum 5 years of experience as a wealth advisor, financial advisor, or ...

SimpleCITI

Wealth Advisor

Garden City, NY · On-site

Series 65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam where applicable * Minimum 5 years of experience as a wealth advisor, financial advisor, or ...

SimpleCiti

Wealth Advisor

Garden City South, NY · On-site

Series 65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam where applicable * Minimum 5 years of experience as a wealth advisor, financial advisor, or ...

Aon

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Completed or pursuing CFP, CFA or JD. * Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred

Hines

Internal Sales - RIA Distribution

New York, NY

CAIA, CIMA, CFP, CFA, or other investment-related designation preferred. * Five or more years of experience in financial services, private wealth distribution, intermediary sales, asset management ...

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CFP, CFA, CPA, or JD required * Series 65 * Experience leading client relationships independently * Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution ...

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CFP, CFA, CPA, or JD required * Series 65 * Experience leading client relationships independently * Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution ...

Captrust

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CFP, CFA, CPA, or JD required * Series 65 * Experience leading client relationships independently * Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution ...

UNAVAILABLE

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CFP, CFA, CPA, or JD required * Series 65 * Experience leading client relationships independently * Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution ...

Ci

Associate Wealth Advisor

Garden City, NY · On-site

$97K - $127K/yr

CFP, CFA, CPA, JD, or MBA required * Advanced knowledge of financial planning concepts and processes * Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign ...

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All JobsCfp Cfa JobsCfp Cfa Jobs in Riverside, CT

Cfp Cfa information

See Riverside, CT salary details

$64.6K

$108K

$149.4K

How much do cfp cfa jobs pay per year?

As of Sep 11, 2026, the average yearly pay for cfp cfa in Riverside, CT is $108,025.00, according to ZipRecruiter salary data. Most workers in this role earn between $92,200.00 and $121,300.00 per year, depending on experience, location, and employer.

What is a CFP or CFA?

CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.

What are the key skills and qualifications needed to thrive as a CFP or CFA?

To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.

How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?

CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.

What is the difference between Cfp Cfa vs Financial Analyst?

AspectCfp Cfa
Required CertificationsCfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications
Work EnvironmentFinancial planning, investment management, and portfolio analysis
Employer & Industry UsageFinancial advisory firms, investment firms, banks, and wealth management companies
Common Search & ComparisonPeople often compare Cfp Cfa roles to understand financial planning vs investment analysis

While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.

What are popular job titles related to Cfp Cfa jobs in Riverside, CT?

For Cfp Cfa jobs in Riverside, CT, the most frequently searched job titles are:

What job categories do people searching Cfp Cfa jobs in Riverside, CT look for?

The top searched job categories for Cfp Cfa jobs in Riverside, CT are:

Cfp Cfa jobs near you
Infographic showing various Cfp Cfa job openings in Riverside, CT as of July 2026, with employment types broken down into 2% Internship, 84% Full Time, 7% Part Time, 6% Temporary, and 1% Contract. Highlights an 81% Physical, 9% Hybrid, and 10% Remote job distribution, with an average salary of $108,025 per year, or $51.9 per hour.

Strategic Account Development Associate

New York, NY • On-site

CapIntel
See more jobs at CapIntelexternal

$52K - $70K/yr

Full-time

Posted 29 days ago

Job description

 About the Role 

Working closely with our Solutions team and Strategic Account Executives, you will own advisor engagement within target wealth firms, from initial outreach and product demonstrations through the development of informed champions. Your work will support the broader account plan and create momentum throughout the enterprise sales process.

What You'll Do 
  • Develop and own the advisor engagement plan for each firm, aligned with the Strategic Account Executive's account plan.
  • Research target firms, identify relevant advisor groups, and build focused outreach lists.
  • Execute consistent outbound outreach across email, phone, LinkedIn, and other relevant channels.
  • Turn outbound engagement into advisor meetings, product demonstrations, roundtables, and workshops.
  • Build relationships with advisors and understand how they research investments, develop recommendations, create proposals, and present advice to clients.
  • Identify potential champions, deepen their understanding of CapIntel, and equip them to advocate for the platform internally.
  • Maintain disciplined follow-up throughout the enterprise sales process and keep engagement activity current in the CRM.
  • Use advisor insights to strengthen account messaging, presentations, and demonstrations.
  • Share recurring advisor needs and market feedback with Product, Marketing, Sales, and Customer Success.
What We're Looking For 
  • Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.
  • A practical understanding of advisor workflows and client conversations.
  • Comfort with proactive outbound outreach across email, phone, and LinkedIn.
  • Confidence building relationships, delivering product demonstrations, and presenting to individuals and groups.
  • Strong commercial judgment and the ability to identify genuine interest, develop champions, and create momentum.
  • Persistence, curiosity, and the ability to take ownership of an engagement plan.
  • Excellent communication, research, planning, and organizational skills.
  • The ability to work effectively across multiple internal teams.
  • Relevant Canadian or U.S. industry credentials are an asset, including the CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.

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