CFP Wealth Planner - AI-Driven High-Net-Worth Advisory

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.

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.

Skills

Attention to detail

Communication skills

Curiosity with technology

Tools

Jump AI

eMoney

Job description

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.