Certified Financial Planner (CFP or Advisory designation required)
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
$ 60000 - 90000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Certified Financial Planner (CFP or Advisory designation required)
Location: Jacksonville FL
Salary: $60000 - $90000 (Negotiable depending on depth of experience) Benefits
Benefits: Health/Dental/Vision Insurance 401(k) w/ match PTO Professional Development Support
Job Type: Full-Time On-site
Typical Hours: MondayFriday 4045 hours/week
Travel: Optional domestic travel
Start Date: ASAP
Sponsorship is not available
Relocation assistance negotiable
Certified Financial Planner (CFP or Advisory designation required) Description
Our client a dynamic and growth-oriented wealth management firm is looking for a strategic Certified Financial Planner to join their team in Jacksonville FL. This is an opportunity for a driven professional seeking to advance their career through mentorship and advanced exposure to financial strategies. Youll partner closely with the firms founder and client service team to deliver sophisticated financial planning solutions to high-net-worth individuals and families. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset thrives in a fast-paced high-performance environment and takes pride in delivering excellence. This is a great opportunity offering autonomy to shape your path within a collaborative firm that values initiative accuracy and strategic thinking where your ideas will be heard and your impact will be visible.
Certified Financial Planner (CFP or Advisory designation required) Responsibilities
Conduct in-depth financial assessments for high-net-worth clients
Develop strategic financial plans aligned with client goals and values
Incorporate investment estate insurance tax and cash flow strategies
Execute trades and monitor client portfolios for optimization opportunities
Prepare for and participate in client meetings reviews and onboarding processes
Support client service activities
Partner with internal and external professionals (CPAs attorneys investment managers) as needed
Maintain accurate CRM documentation and task completion
Contribute to internal planning discussions investment strategy reviews and process improvements
Support special projects system enhancements general office needs and team collaboration
Certified Financial Planner (CFP or Advisory designation required) Qualifications
Bachelors degree required
Current Certified Financial Planner (CFP) or Advisory designation required
Knowledge of investment management tax strategy and estate planning fundamentals required
Familiarity with financial planning software (Morningstar Y Charts Emoney) & MS Office required
Required Experience:
Unclear Seniority
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
About Company
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