CFP Advanced Planning Consultant

TEKsystems; Miami (FL); Hybrid; USD 105,000 - 115,000; Full time

Job summary

Join a forward-thinking company that is a leader in business and technology services. This hybrid position in Miami offers an exciting opportunity to develop and maintain expert knowledge of financial planning concepts. You will work closely with clients to implement strategies that enhance their financial outcomes, focusing on retirement income planning and tax-efficient income generation. With a robust benefits package that includes generous paid time off, health coverage, and a unique Employee Stock Ownership Plan, this role is designed for those who are passionate about making a positive impact in clients' lives. If you are looking for a dynamic work environment that fosters growth and collaboration, this is the perfect opportunity for you.

Benefits

Paid Time Off

401(k) Plan

Tuition Reimbursement

Health, Vision & Dental Coverage

Hybrid Work Environment

Free Financial Planning

Fitness Center Access

Employee Stock Ownership Plan

Pet Insurance

Paid Parental Leave

Qualifications

• Expert knowledge of financial planning concepts and retirement strategies.
• Understanding of IRA and Qualified Retirement Plan features.
• Experience in investment management and tax-efficient income strategies.

Responsibilities

• Develop and maintain knowledge of financial planning concepts.
• Identify and model potential product solutions for clients.
• Implement strategies to enhance client outcomes.

Skills

CFP Certification

Sales experience

Client Facing Experience

Financial Services

MoneyGuide Pro

Education

Bachelor's Degree - Financial Planning

Tools

MoneyGuide Pro

Job description

paid time off, long term disability, tuition reimbursement, 401(k), retirement plan

United States, Florida, Miami

May 06, 2025

*Description*

* Develop and maintain expert knowledge of financial planning concepts, including but not limited to:
* Retirement Income Planning strategies with an understanding of the complex relationship between retirement income sources and income taxation.
* IRA and Qualified Retirement Plan features benefits, distribution options and taxation rules.
* Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments, and other sources.
* Fundamental principles of Social Security and Medicare planning
* Military and Federal employee benefits relating to retirement planning and survivorship considerations.
* Long-term care planning and strategies
* Identify and model potential product solutions to implement strategies which enhance client outcomes and as they work toward successful achievement of their goals.
*Top Skills Details*
CFP Certification,Sales experience,Client Facing Experience,Financial Services,MoneyGuide Pro
*Additional Skills & Qualifications*

* CFP Certification
* MoneyGuide Pro Efficient
* Bachelors Degree - Financial Planning (highly preferred)
* Investment Management Experience
*Pay and Benefits*
The pay range for this position is $105000.00 - $115000.00/yr.
7% performance based bonus,
We have a three-pronged approach to compensation; base, bonus, and a 15% ESOP (Employee Stock Ownership Plan) contribution. First Command is employee owned and our ESOP program falls within 1% of companies. You are eligible to enter into the ESOP program after a year of employment. This 15% contribution is made 100% by the employer- you will never once contribute to this account, making it a significant part of your total compensation.
More incredible benefits offered by First Command:
* Option to contribute to a 401k account
* 16 Days of Paid Time Off, 10 holidays
* 2 floating PTO days every year
* Full health, vision & dental coverage
* 2 Days of Volunteer Paid Time Off
* Tuition Reimbursement program
* Hybrid work environment
* First Command Bank Mortgage Discount Program
* Free Financial Planning
* Free onsite- fitness center with exercises classes and personal training options
* Free basic life, short and long term disability, and an employee assistance program
* Pet Insurance
* Paid parental and military leave
* First Command contributes to your Health Savings Account for the high deductible medical plan
* Charitable services & volunteer opportunities
* Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions
* Robust Leadership Development program dedicated to leader development at every level of the organization
* In-house training courses ranging from leadership developer to health and wellness seminars
* Mentorship program
* Virtual learning opportunities
* Employee recognition programs and quarterly all employee luncheons
* Yearly family & social events
* Dress For Your Day dress code
* Updated workspace
* Regular Employee Engagement surveys
* Dedication to Diversity & Inclusion and Employee Resource Group
* And more!!
*Workplace Type*
This is a hybrid position in Miami,FL.
*Application Deadline*
This position is anticipated to close on May 9, 2025.
About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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