Certified Financial Planner

Certified Financial Planner 

West Hartford, CT | $110,000–$125,000 salary

Schedule: 100% Onsite | Monday–Friday

About the Opportunity


We’re representing a growing, independent wealth management firm in CT seeking an experienced Certified Financial Planner (CFP) to join their team. This is a high-trust role supporting the firm’s Managing Partner, who is looking to transition approximately 100 client relationships to the new advisor.



This position is ideal for a seasoned, client-focused planner who thrives in a polished, boutique environment where relationships, service excellence, and attention to detail define success. You’ll step into an existing, well-established book of clients and deliver white-glove financial planning and advisory service with the highest professional standards.



If you’re confident, articulate, and passionate about helping clients achieve their goals through comprehensive financial planning, this is an opportunity to make an immediate impact.


What You’ll Be Doing

Client Advisory 

• Develop comprehensive financial plans tailored to each client’s goals, financial situation, and risk tolerance.
• Advise on investment management, retirement strategies, estate planning, insurance, and tax-efficient solutions.
• Conduct detailed financial reviews and make proactive recommendations as clients’ needs evolve.
• Build and maintain trusted long-term relationships through consistent communication and proactive service.
• Stay informed on financial markets, tax law updates, and regulatory changes.
• Collaborate with internal teams and external partners to deliver holistic, coordinated client solutions.
• Educate clients on financial concepts and products to support confident decision-making.

Administrative & Support 

• Schedule client meetings, prepare documentation and materials, and maintain CRM records.
• Ensure all client interactions and documentation meet compliance standards.
• Support process improvements that enhance the client experience and operational efficiency.

What They’re Looking For

• CFP® certification preferred
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5 years of experience in financial planning, wealth management, or private client advisory.
• Proven expertise in investment strategy, financial analysis, and comprehensive planning.
• Professional, confident demeanor with a refined client-service approach.
• Excellent communication, presentation, and relationship management skills.
• Strong organizational skills and ability to manage multiple high-net-worth relationships.

Why You’ll Love It There

• This is a rare opportunity to inherit a warm client base from a Managing Partner while continuing to grow within a respected, relationship-driven firm. You’ll enjoy:
• A direct book of approximately 100 clients upon start.
• A high-end, collaborative culture that values professionalism and client trust.
• Competitive compensation with future growth potential.
• Mentorship, autonomy, and long-term career stability in an established wealth management environment.
  

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com