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Cfp Cfa Jobs in Riverside, CT (NOW HIRING)

Range

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

M&T Bank

Wealth Advisor Team Leader

Fairfield, CT · On-site

$204K - $340K/yr

... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...

Wilmington Trust

Wealth Advisor Team Leader

Fairfield, CT

$204K - $340K/yr

... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...

Range

Senior Financial Planner

New York, NY · On-site

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

M&T Bank

Wealth Advisor Team Leader

Fairfield, CT

$204K - $340K/yr

... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge ...

Lawrence Harvey

Fiduciary Officer

New York, NY · On-site

$225K - $350K/yr

Chartered Financial Analyst (CFA) * Certified Financial Planner (CFP) * Active JD/bar admission, CPA, or accredited estate/trust designation (e.g., AEP)

M&T Bank

Senior Wealth Investment Advisor

New York, NY

$170K - $284K/yr

... CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification Proven experience working with high net worth clients and complex client relationships #LI-LA1 #WT M&T Bank is ...

M&T Bank

Senior Wealth Investment Advisor

New York, NY · On-site

$170K - $284K/yr

... CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification Proven experience working with high net worth clients and complex client relationships #LI-LA1 #WT M&T Bank is ...

CIBC US

Senior Relationship Manager

New York, NY · Hybrid

$175K - $250K/yr

Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. * Wealth management expertise: Bring 15+ years of experience in portfolio management, wealth management ...

Deloitte

Tax Manager - Real Estate

New York, NY · On-site

$121K - $159K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and ...

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Showing results 41-60

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.

Financial Planner

New York, NY • On-site

Range
See more jobs at Rangeexternal

$83K - $111K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 hours ago

Key responsibilities

  • Craft financial plans for members and support them through asynchronous messaging.

  • Collaborate with the team and product team to provide feedback and improve proprietary tools.

  • Research and present investment strategies, and coordinate tax filing and estate planning.

Job description

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that their money is working for them.
Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
  • 4-8+ years experience in a client-facing financial services roles
  • Experience with in depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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