Certified Financial Planner

Coastal Wealth; Fort Lauderdale (FL); In loco; USD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Bonuses based on performance

CFP development support

Health dental vision retirement plans

Descrizione del lavoro

Coastal Wealth is seeking an experienced Financial Planner to support our advisors by preparing comprehensive financial plans for their clients. Ideal candidates are CFPs or pursuing CFP designation with 3–5 years of planning experience and strong technical skills.

Responsibilities include collaborating with advisors, analyzing client financials, modeling scenarios with eMoney, and ensuring compliance through detailed documentation. Florida residency is required.

Competenze

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CFP designation or actively pursuing CFP certification.
• 2–4 years of experience in financial planning with drafting comprehensive plans.
• Proficiency with financial planning software, preferably eMoney; RightCapital or MoneyGuidePro also desired.
• Exceptional analytical, organizational, and communication skills.
• Ability to work collaboratively with advisors and support staff.
• Strong attention to detail and commitment to high-quality work.
• Must be located in Florida.

Mansioni

• Collaborate with advisors to create customized, comprehensive financial plans.
• Analyze clients' financial information including investments, retirement, insurance, tax, and estate plans.
• Model scenarios using planning software (eMoney) and develop recommendations.
• Stay updated on industry trends, regulations and best practices for accuracy and compliance.
• Support advisors in client meetings with data-driven insights and plan presentations.
• Maintain detailed documentation of client information and planning strategies per compliance.

Conoscenze

Financial planning

Analytical

Communication

Team collaboration

Formazione

Bachelor's degree in Finance

CFP designation

Strumenti

eMoney

RightCapital

MoneyGuidePro

Descrizione del lavoro

Coastal Wealth is seeking an experienced Financial Planner to support our advisors by preparing comprehensive financial plans for their clients. This role is ideal for a Certified Financial Planner (CFP) or a candidate actively pursuing their CFP designation, with 3-5 years of experience in drafting and developing financial plans. The ideal candidate will possess strong technical knowledge and the ability to translate complex financial data into actionable strategies for clients.

Key Responsibilities:

• Collaborate with advisors to create and deliver customized, comprehensive financial plans tailored to clients' individual goals and needs.
• Analyze clients' financial information, including investments, retirement accounts, insurance policies, tax strategies, and estate plans.
• Utilize financial planning software (e.g., eMoney) to model scenarios and develop recommendations.
• Stay updated on industry trends, regulations, and best practices to ensure accurate and compliant financial planning.
• Support advisors in client meetings by providing data-driven insights and assisting in the presentation of financial plans.
• Maintain detailed documentation of client information and planning strategies in accordance with compliance standards.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• CFP® designation or actively pursuing CFP certification.
• 2-4 years of experience in financial planning, with a strong background in drafting comprehensive plans.
• Proficiency with financial planning software, preferably eMoney. (RightCapital and/or MoneyGuidePro experience are also desired)
• Exceptional analytical, organizational, and communication skills.
• Ability to work collaboratively with advisors and support staff in a fast-paced environment.
• Strong attention to detail and commitment to delivering high-quality work.
• Must be located in Florida.

Benefits:

• Competitive salary and performance-based bonuses.
• Professional development opportunities and support for CFP completion.
• Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Collaborative and supportive team environment.

Seniority Level

Not Applicable

Employment Type

Full-time

Preferred qualifications

• Do you have the following license or certification: Certified Financial Planner?