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Cfp Salary Jobs in Riverside, CT (NOW HIRING)

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 ...

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All JobsCfp Salary JobsCfp Salary Jobs in Riverside, CT

Cfp Salary information

See Riverside, CT salary details

$64.6K

$108K

$149.4K

How much do cfp salary jobs pay per year?

As of Aug 14, 2026, the average yearly pay for cfp salary 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 the average salary of a Certified Financial Planner (CFP)?

The average salary for a Certified Financial Planner (CFP) in the United States typically ranges from $67,000 to $120,000 per year, depending on experience, location, and the type of employer. Entry-level CFPs may earn around $50,000 to $65,000 annually, while those with several years of experience or who manage large client portfolios can earn upwards of $150,000, including bonuses and commissions. Factors such as geographic location, firm size, and additional certifications can also impact a CFP's earning potential.

What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, typically supported by a bachelor's degree and the CFP certification. Familiarity with financial planning software, portfolio management tools, and regulatory compliance systems is crucial. Strong interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly set top performers apart. These skills ensure clients receive sound, personalized advice and build lasting trust in a highly regulated and competitive field.

What is the difference between Cfp Salary vs Financial Advisor Salary?

AspectCfp SalaryFinancial Advisor Salary
Required CredentialsCertified Financial Planner (CFP) certificationVaries; often includes licensing and certifications like Series 7, 66
Work EnvironmentFinancial planning firms, independent practice, or corporateBanking institutions, brokerage firms, independent advisors
Industry UsagePrimarily in financial planning and wealth management

The salary of a Cfp typically reflects specialized financial planning expertise, often higher due to certification requirements. Financial Advisors may have a broader range of roles and certifications, which can influence their salary. Both roles are integral to financial services, but Cfp professionals usually command higher compensation due to their specialized credentials and focus on comprehensive financial planning.

What are the typical career progression opportunities for a Certified Financial Planner (CFP)?

As a Certified Financial Planner (CFP), you can start your career as an associate or junior planner, supporting senior advisors and gaining hands-on experience. With a few years of experience and demonstrated client management skills, you may advance to lead planner or senior advisor roles, where you manage your own client portfolio and provide comprehensive financial planning. Many CFPs also pursue opportunities to become partners in their firms, start their own practices, or move into specialized areas such as wealth management, estate planning, or executive leadership. Career advancement is often driven by a combination of technical expertise, client relationship skills, and professional networking.

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

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

What cities near Riverside, CT are hiring for Cfp Salary jobs?

Cities near Riverside, CT with the most Cfp Salary job openings:

Cfp Salary jobs near you
Infographic showing various Cfp Salary job openings in Riverside, CT as of July 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $108,025 per year, or $51.9 per hour.

Wealth Advisor

Transcend Practice Management

Shelton, CT • Hybrid

Full-time

Retirement

Posted 24 days ago

Job description

Job title: Wealth Advisor

Location: Cheshire, CT

Status: Full Time; hybrid (1 day a week WFH)

Compensation: $150,000 - $175,000 (base salary) + 25% Bonus (based on performance)

As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.

Our mission is to enable individuals and families to transform their financial resources into opportunities for a secure and fulfilling life.

Sound appealing? We are expanding our excellent team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a

Wealth Advisor to the team who will support the firm's lead advisor. The Wealth Advisor is responsible for the retention of existing client relationships as well as the development of new client connections.

The Wealth Advisor role is a full-time, salaried position that offers a competitive benefits package, including annual profit sharing, 401K contributions, and a flexible, family-first approach to work-life balance.

The attributes that we are looking for in a teammate include:

  • A proactive, results-driven and client-centric attitude.
  • An “owner's mindset” where the success of the firm and individual success is one and-the-same.
  • Natural self-starter with strong sense of time management and task prioritization.
  • Keen attention to detail.
  • A true team player who will collaborate closely with others to ensure optimal outcomes every time.
  • Strong communication and interpersonal skills.
  • Humility and quick responsiveness toward client questions.
  • Superior writing skills for all forms of internal and client-facing communication.
  • A long view of the opportunities presented by the firm and the industry overall.

As a Wealth Advisor you can expect to:

  • Help individuals meet their unique financial needs and objectives on an ongoing basis with particular emphasis on risk tolerance, risk management, estate planning, and taxes.
  • Establish and define the client-planner relationship.
  • Develop, present and monitor financial planning recommendations and/or alternatives.
  • Analyze the income and asset situation of clients annually to review and update the financial situation.
  • Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives.
  • Comply with all FINRA/SEC/Cetera compliance regulations.
  • Develop and sustain relationships with other in-house professionals and strategic alliances.
  • Have a dedicated Client Service Manager to assist you with scheduling appointments, administration and day to day maintenance.
  • Maintain client cost basis information in coordination with the investment committee.
  • Work with clients to continually evaluate the objectives and risks of clients' personal financial plans.
  • Remain current on industry developments, service, and product enhancements.
  • Participate on the firm's investment committee, as appropriate.

Qualifications for this role include:

  • B.A or B.S. in Business; advanced degree/designation, a plus (e.g. MBA, CFP, CPA, etc.)
  • Series 7 and Series 66 required
  • 5+ years in the financial services industry and in the role
  • CFP, preferred (or prior enrollment or willingness to enroll in CFP Certification Program)
  • Insurance licenses preferred
  • Experience working with Pershing processes and forms, a plus
  • Excellent knowledge and communication of products such as mutual funds, stocks, bonds, insurances, and annuities
  • Able to identify estate planning issues
  • Proficiency with computer programs, including MS Office Suite, particularly Excel, MoneyGuidePro, Albridge, and Morningstar Advisor.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!