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A.R. Mazzotta Employment Specialists
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Certified Financial Planner
Middletown, CT 06457 US
Posted: 02/03/2023
2023-02-03
2023-04-23
Employment Type:
Contract
Job Number: RS8694542130
Pay Rate: 45.00
Job Description
Local investment firm along the scenic route 9 corridor of Middlesex County has an opening on their team for a Certified Financial Planner (CFP). This firm is known for providing customized personal financial services for residents and businesses. Not only doing the manage investment portfolios but they work to design the right portfolio for their clients.
$70,000 – $120,000 depending on experience
Become part of this fee only investment firm which believes in an over-all team approach! Apply today.
CFP certification is required
- BA / BS degree in finance or related field
- Minimum 7 years’ experience working with an investment firm or RIA
- Proficiency with CRM, financial planning software, portfolio accounting software, trading and custodian platforms required
- Strong MS Office skills
A.R. Mazzotta Employment Specialists is an affirmative action, equal opportunity employment agency providing job opportunities throughout Connecticut.