Wealth Planner (Certified Financial Planner or near completion required)

Wealth Planner (Certified Financial Planner or near completion required)

Location : Jacksonville FL

Salary : $60000$90000 (Negotiable depending on experience) Benefits

Benefits : Health / Dental / Vision Insurance 401(k) w / match PTO Professional Development Support

Job Type : Full-Time On-site

Typical Hours : MondayFriday 4045 hours / week

Travel : Optional domestic travel

Start Date : ASAP

Sponsorship is not available

Relocation assistance negotiable

Wealth Planner (Certified Financial Planner or near completion required) Description

Our client a dynamic and growth-oriented wealth management firm is looking for a strategic Wealth Planner to join their team in Jacksonville FL. This is an opportunity for a driven professional at any stage of their CFP journey whether youre early in your career seeking mentorship and advanced exposure or an experienced planner ready to lead client relationships and influence firm strategy. Youll partner closely with the firms 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. Youll have the autonomy to shape your path within a collaborative firm that values initiative precision and strategic thinking. Your ideas will be heard your impact will be visible and your compensation will align with the value and experience you bring.

Wealth Planner (Certified Financial Planner or near completion required) Responsibilities

Conduct in-depth financial assessments for high-net-worth clients

Develop strategic financial plans aligned with client goals and values

Integrate investment tax estate insurance 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 including RMDs QCDs and 529 plans

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

Wealth Planner (Certified Financial Planner or near completion required) Qualifications

Bachelors degree required

Certified Financial Planner designation or active progress toward completion required

Knowledge of investment management tax strategy and estate planning fundamentals required

Proficiency with financial planning tools (eMoney Morningstar YCharts etc.) and MS Office required

Strong interpersonal communication skills with confidence in leading client-facing relationships

Proficiency with financial planning software (Morningstar Y Charts Emoney) & MS Office required

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 60000 - 90000