Certified Financial Planner (CFP)

Independent Financial Partners (IFP); Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary + performance-based bonus

Health, dental, and retirement plan

Growth-focused, collaborative culture

Job summary

A growing wealth management firm in Tampa, Florida, is seeking a detail-driven CFP® professional who is passionate about personalized planning. The role involves building financial, tax, and estate plans for high-net-worth clients, leading investment discussions, and collaborating within a small team. Candidates should have at least 3 years of experience and possess strong communication skills. The firm offers a competitive salary, a performance-based bonus, and a culture that values growth and collaboration.

Qualifications

• 3+ years’ experience in financial planning or wealth management.
• Series 65 or 66 required.
• Confident with complex planning conversations.
• Series 65 or 66 required
• CFP professional preferred

Responsibilities

• Build and manage advanced financial, tax, and estate plans for HNW clients.
• Lead investment conversations and planning reviews.
• Explore and integrate new tech to elevate planning efficiency.
• 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 with technology

Communication

Tech curiosity

AI tools

Education

CFP certification

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 + 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: Not Applicable

Employment type: Full‑time

Job function: Strategy/Planning and Finance