Certified Financial Planner (CFP® or Advisory designation required)
Location: Jacksonville, FL
Salary: up to $100,000+ (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: Monday–Friday, 40–45 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. You’ll partner closely with the firm’s 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

•    Bachelor’s degree required
•    Active Certified Financial Planner (CFP®) or Advisory designation required
•    Active Series 7, Series 63, Series 65 or Series 66 license required
•    Core competency across investments, insurance, tax, retirement, and estate planning required
•    Proficiency with financial planning tools/software & MS Office MS Office required