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Cfp Cfa Jobs in Riverside, CT (NOW HIRING)

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 ...

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 ...

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

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 ...

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

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 ...

Franklintempleton

Sr. Investment Associate

New York, NY · On-site

Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Master of Business Administration (MBA) preferred * 5+ years of relevant experience ininvestment management, wealth management ...

Citizens

Private Wealth, Investment Manager

Tarrytown, NY · On-site

$188K - $246K/yr

Professional designation preferred (CFA, CFP, CRPC, or similar) * Experience working within a Registered Investment Advisor (RIA) environment or partnering with RIAs preferred, with an understanding ...

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 ...

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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 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.

Client Delivery Specialist, Automation - Associate

iCapital

Stamford, CT • On-site

$75K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

About the Role
iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital's clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.
This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.
Responsibilities
  • Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.
  • Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.
  • Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.
  • Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.
Qualifications
  • Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
  • 2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge
  • Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac
  • Strong background working with financial custodial data and proficiency supporting alternative financial instruments
  • Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus
  • Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data
  • Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance
  • Understanding of Salesforce, Monday.com, Jira, and GitLab
  • Comfort working with a geographically dispersed team
  • Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed
  • Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plus

Benefits
The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity,

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