Financial Planner

Turn2Partners; Inverness (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Turn2Partners in Inverness, FL is seeking a seasoned financial planner to develop comprehensive plans spanning investments, taxes, retirement, estate planning, and risk management. You will engage with clients, support the relationship manager, and help implement plans.

The role requires CFP consideration, Series 65/66 licensing, and strong communication and organizational skills. Team collaboration and ongoing learning are emphasized.

Qualifications

• Bachelor's degree in business, finance, financial planning, economics, or related field.
• 3+ years of financial planning or related financial services experience; senior-level planning experience strongly preferred
• FINRA Series 65 or Series 66 license required (candidates would need to be comfortable letting a Series 66 or Series 7 lapse in favor of maintaining Series 65)
• CFP certification strongly preferred, or actively in process (sponsorship available for candidates without it)

Responsibilities

• Conduct in-depth client interviews to gather financial data and formulate planning goals
• Develop comprehensive financial plans covering investment strategy, tax planning, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
• Assist clients with implementation of their financial plans
• Participate in client meetings supporting the primary relationship manager
• Review and interpret investment allocation trading reports
• Collaborate with the client service team on service activities
• Research financial planning strategies and evolving tax law
• Support onboarding of new wealth management staff and assist with team projects

Skills

Strong communication

Organizational skills

Interpersonal skills

Attention to detail

Education

Bachelor's degree in business/finance/economics

FINRA Series 65 or 66 license

CFP certification preferred or in process

Tools

Salesforce

eMoney

Tamarac/Envestnet

Holistiplan

Schwab/Fidelity custodial platforms

Job description

• Conduct in-depth client interviews to gather financial data and formulate planning goals
• Develop comprehensive financial plans covering investment strategy, tax planning, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
• Assist clients with implementation of their financial plans
• Participate in client meetings supporting the primary relationship manager
• Review and interpret investment allocation trading reports
• Collaborate with the client service team on service activities
• Research financial planning strategies and evolving tax law
• Support onboarding of new wealth management staff and assist with team projects

What You’ll Need:

• Bachelor's degree in business, finance, financial planning, economics, or related field
• 3+ years of financial planning or related financial services experience; senior-level planning experience strongly preferred
• FINRA Series 65 or Series 66 license required (candidates would need to be comfortable letting a Series 66 or Series 7 lapse in favor of maintaining Series 65)
• CFP certification strongly preferred, or actively in process (sponsorship available for candidates without it)
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills

Nice to Have:

• Experience with Salesforce
• Familiarity with eMoney, Tamarac/Envestnet, or Holistiplan
• Experience working with Schwab and/or Fidelity custodial platforms