#twiceasnice Recruiting
Certified Financial Planner (CFP or CFA req. / on-site in JAX, relo available)
#twiceasnice Recruiting, Florida, New York, United States
Certified Financial Planner (CFP® or CFA required) – Jacksonville, FL
Be among the first 25 applicants.
Recruiting: #twiceasnice . Pay range: $100,000 - $100,000 per year.
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.
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
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
Qualifications
Core competency across investments, insurance, tax, retirement, and estate planning
Proficiency with financial planning tools/software and MS Office
CFP® or CFA designation required
Benefits
Health/Dental/Vision Insurance
401(k) with match
PTO
Professional Development Support
Job Details 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.
#J-18808-Ljbffr
Recruiting: #twiceasnice . Pay range: $100,000 - $100,000 per year.
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.
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
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
Qualifications
Core competency across investments, insurance, tax, retirement, and estate planning
Proficiency with financial planning tools/software and MS Office
CFP® or CFA designation required
Benefits
Health/Dental/Vision Insurance
401(k) with match
PTO
Professional Development Support
Job Details 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.
#J-18808-Ljbffr