Wealth Planner (Certified Financial Planner or near-complete CFP required)
Location: Jacksonville, FL
Salary: $60,000–$90,000 + Benefits
Benefits: Health/Dental/Vision Insurance, 401(k) w/ match, PTO, Professional Development Support
Job Type: Full-Time
Typical Hours: Monday–Friday, 40–45 hours/week
Travel: Optional domestic travel 
Start Date: ASAP
Sponsorship is not available
Relocation assistance negotiable

Wealth Planner (Certified Financial Planner or near-complete CFP required) Description

Our client, a wealth management firm, is looking for a Wealth Planner to join their team in Jacksonville, FL. In this role, you’ll manage complex financial planning needs for high-net-worth individuals and families, working closely with the firm's founder and client service team. The ideal candidate is a highly analytical professional with a Certified Financial Planner designation (or near completion) and thrives in a fast-paced environment with high expectations for precision, professionalism, and adaptability. This is a unique opportunity to step into a client-facing planning role with exposure to advanced planning topics including estate, tax, and legacy planning.

Wealth Planner (Certified Financial Planner or near-complete CFP required) Responsibilities

•    Conduct in-depth financial assessments for high-net-worth clients
•    Develop advanced financial plans aligned with client goals and values
•    Handle onboarding, review prep, and client meeting execution
•    Support client service activities including RMDs, QCDs, and 529 plans
•    Coordinate with attorneys, CPAs, and investment bankers as needed
•    Execute trades and monitor client portfolios for optimization opportunities
•    Maintain accurate CRM documentation and task completion
•    Participate in internal planning and investment strategy meetings
•    Assist with special projects, system improvements, and team collaboration
•    Step in on general office needs to support team cohesion

Wealth Planner (Certified Financial Planner or near-complete CFP required) Qualifications

•    Bachelor’s degree required
•    Certified Financial Planner designation or near completion required
•    Knowledge of public accounting principles and tax planning required
•    Knowledge of investment management principles and portfolio diversification strategies required
•    Proficiency with financial planning software (Morningstar Y Charts, Emoney) & MS Office required