Certified Financial Planner (CFP® or Advisory designation required)

#twiceasnice Recruiting•Jacksonville, FL

40d•$60,000 - $90,000•Onsite

About The Position

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.

Requirements

Bachelor’s 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

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