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Certified Financial Planner

Middletown, CT 06457

Posted: 02/03/2023 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.
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