Certified Financial Planner; CFP

Shelton, United States | Posted on 08/06/2025

• Work Experience Minimum of 4 years of experience in financial planning or investment advisory roles.
• State/Province Connecticut
• Country United States

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:

• Talent Acquisition:
  Connecting highly skilled finance professionals with leading firms.
• Career
  
  Coaching:
  
  Assisting candidates in navigating their career paths within the finance industry.
• Client Consulting:
  Advising companies on best practices for recruitment and talent retention.
• Wealth Management Guidance:
  Providing expertise in financial planning for both individual clients and corporate entities.

The allure of entrepreneurship is powerful: the freedom to be your own boss, uncapped earning potential, and the thrill of building something from the ground up. In the financial advisory world, this often translates to building your own practice, shaping your client relationships, and designing your ideal professional life. We champion the entrepreneurial spirit within our advisors, offering a framework where you can run your own business with robust support.

But while the dream is compelling, the reality of entrepreneurship isn't for everyone. It demands a unique blend of traits, a high tolerance for risk, and an unwavering commitment that can differ from a traditional employment path. Before diving headfirst, it's crucial to honestly assess if the entrepreneurial journey truly aligns with you
.

Flexibility (and Responsibility): You set your own hours, which can mean more time for personal pursuits or family. However, this flexibility comes with the responsibility of ensuring work gets done, often meaning longer, irregular hours, especially in the early stages.

Direct Impact on Income: Your efforts directly translate to your earnings. If you're a self-starter and highly motivated, this can be incredibly rewarding.

Personalized Client Relationships: You have the freedom to build client relationships based on your unique style and values, fostering deeper connections.

Learning and Development: You will constantly acquire new skills — from marketing and sales to operations and leadership.

Building Equity: Over time, you're building a valuable asset — your own practice or book of business — that has long-term value.

Financial Instability (Initially): Income can be inconsistent, especially in the beginning. There's no guaranteed paycheck, which can be a source of stress for some.

No "Off" Switch: The lines between work and personal life can blur. As the owner, the responsibility for your business’s success rests squarely on your shoulders 24/7.

Multitasking Demands: Beyond advising clients, you're also the marketer, administrator, IT support, and sales lead. This requires juggling many different hats and skills.

High Risk and Responsibility: The buck stops with you. Business decisions, market fluctuations, and client outcomes are your ultimate responsibility.

Isolation: While you build client relationships, the day-to-day entrepreneurial journey can sometimes feel solitary without direct colleagues or a manager.

To help you determine if you have the entrepreneurial DNA, ask yourself:

Are you comfortable with uncertainty?

Are you self-disciplined and self-motivated?

How do you handle rejection and setbacks?

Do you enjoy continuous learning and wearing many hats?

What's your risk tolerance?

Position Summary: As a Financial Advisor with our client’s firm, you will play a critical role in shaping clients’ financial futures through comprehensive planning, investment management, and financial guidance. In this client-focused role, you will have the opportunity to help individuals, families, and business owners define and achieve their financial goals. You’ll work alongside a skilled team of advisors and specialists, ensuring clients receive well-rounded,…