Certified Financial Planner (CFP)

Independent Financial Partners (IFP); Tampa (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Health and dental benefits

Retirement plan

Collaborative culture

Job summary

A fast-growing wealth management firm in Tampa is seeking a detail-driven CFP® professional. This role involves creating advanced financial plans, leading investment discussions, and leveraging technology to enhance service. Ideal candidates will have 3+ years in financial planning, possess a Series 65 or 66, and thrive in a collaborative environment. Competitive salary and benefits offered.

Qualifications

• 3+ years’ experience in financial planning or wealth management.
• Series 65 or 66 required.
• Strong attention to detail and communication skills.
• Confident with complex planning conversations.
• Curious and forward‑leaning with technology (bonus if you’ve used Jump AI, eMoney, etc.).

Responsibilities

• Build and manage advanced financial, tax, and estate plans for HNW clients.
• Lead investment conversations and planning reviews.
• Collaborate as part of a small, elite team.
• Stay current on planning strategies and compliance.
• Explore and integrate new tech (including AI) to elevate planning efficiency + value.

Skills

Attention to detail

Communication skills

Curiosity about technology

Confidence in complex conversations

Tools

Jump AI

eMoney

Job description

Join a fast-growing Tampa wealth management firm and work directly with the founder to serve high‑net‑worth families, attorneys, business owners, and retirees nationwide.

We’re looking for a CFP® professional who is detail‑driven, tech‑curious, and passionate about delivering truly personalized, high‑touch planning. If you enjoy client interaction, embrace innovation (including AI), and want to be part of a collaborative, high‑performance culture—this could be your next great seat.

What You’ll Do

• Build and manage advanced financial, tax, and estate plans for HNW clients.
• Lead investment conversations and planning reviews.
• Collaborate as part of a small, elite team.
• Stay current on planning strategies and compliance.
• Explore and integrate new tech (including AI) to elevate planning efficiency + value.

What We’re Looking For

• Series 65 or 66 required.
• 3+ years’ experience in financial planning or wealth management.
• Strong attention to detail and communication skills.
• Confident with complex planning conversations.
• Curious and forward‑leaning with technology (bonus if you’ve used Jump AI, eMoney, etc.).

What We Offer

• Competitive salary + performance‑based bonus.
• Health, dental, and retirement plan.
• Growth‑focused, collaborative culture where your ideas matter.

If you’re looking to do meaningful work, grow your skills, and help shape the future of the firm — we want to talk.

Apply today.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Strategy/Planning and Finance