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Cfp Cfa Jobs in Riverside, CT (NOW HIRING)

RK Partners

Financial Advisor - Licensed

New York, NY

$60K - $125K/yr

CFP, ChFC, PFS, CFA, CIC. Responsibilities * Prospecting for clients through referrals, personal observation and networking * Developing and maintaining long-term relationships with clients * Fact ...

Ceritypartners

Business Development Officer

New York, NY

$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 · 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 ...

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 ...

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 ...

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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 Sep 13, 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

$70K - $95K/yr

Full-time

Re-posted yesterday

Job description

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte's Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we're growing our team rapidly-investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
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.

#LI-AC1
At CapIntel, we design compensation with intention. Each role is assessed based on the impact, skills, and experience it requires, and we align pay to competitive market data so candidates have clarity from the start.
For this role, the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience, skillset, potential impact, and work location. The listed range is a guideline, and the range for this role may be adjusted as needed.
Compensation at CapIntel extends beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you'd like to learn more about how we approach compensation, we're happy to discuss it as part of the hiring process.
For roles based in or eligible to work from New York, the expected base salary range is:
$70,000-$95,000 USD
Not sure you meet every requirement?
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren't always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.
Why you'll enjoy working here
Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We're a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we'd be excited to have you with us.

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