#twiceasnice Recruiting
Strategic CFP Planner — Wealth Management (Jacksonville)
#twiceasnice Recruiting, Florida, New York, United States
A dynamic wealth management firm in Jacksonville, FL seeks a Certified Financial Planner to conduct financial assessments and develop strategic plans for high-net-worth clients. Candidates must hold a CFP® or CFA designation and be proficient in financial planning tools. Benefits include health insurance, 401(k) with match, and PTO. The role is full-time, on-site, with optional domestic travel. This is an opportunity for driven professionals looking to advance their careers through mentorship.
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