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Cfp Cfa Jobs in Riverside, CT (NOW HIRING)

Ceritypartners

Business Development Officer

New York, NY · On-site

$120K - $150K/yr

Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar credentials Compensation Range: $120,000-150,000 Why Cerity Partners: Our people drive our success by working together ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

CFP, CPA, CFA, or other related credentials a plus. * Team player who possesses excellent interpersonal skills and communication abilities. * Self-motivated, confident and diligent. * Ability to ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

CFP, CPA, CFA, or other related credentials a plus. * Team player who possesses excellent interpersonal skills and communication abilities. * Self-motivated, confident and diligent. * Ability to ...

IEQ Capital

Director, Wealth Management

New York, NY · Hybrid

$170K - $225K/yr

CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...

IEQ Capital

Director, Wealth Management

New York, NY · On-site

$170K - $225K/yr

CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning * Previous ...

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

Series 65, CFP or CFA required Skills And Knowledge * Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning * Depth of ...

Farther

Corporate Development Director

New York, NY · On-site

Additional relevant certifications (CFA, CFP, etc.) * Industry experience (helpful but not required) Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest ...

Farther

Corporate Development Director

New York, NY

Additional relevant certifications (CFA, CFP, etc.) * Industry experience (helpful but not required) Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest ...

Farther

Corporate Development Director

New York, NY · On-site +1

Additional relevant certifications (CFA, CFP, etc.) * Industry experience (helpful but not required) Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest ...

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Showing results 21-40

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 Aug 20, 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 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.

Trainee Wealth Management

Investment Firm in Stamford, CT

Stamford, CT • On-site

$60K/yr

Full-time

Retirement

Re-posted yesterday

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance

Benefits/Perks
  • Career Advancement Opportunities 
  • Competitive Compensation
Job Summary
We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing  investment management and tax management services to our high net worth clients.  
 
Qualifications
  • Client service personality, kind, caring, friendly  
  • Series 65
  • CFP or CFA 
  • Bachelor’s degree in finance or a related field; top grades 
  • Previous experience as a financial planner or financial analyst 
  • Excellent excel, word, power point, and Emoney skills 
  • Excellent communications and presentation skills
  • Excellent references
  • Desire to work and learn 
  • High attention to detail 
  • Clean regulatory history  
Starting Compensation: $60,000  
 
About Us
SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.