Wealth Planner | CFP-Certified Financial Planning (Tampa)

ADP, Inc.; Tampa (FL); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Sequoia Financial Group in Tampa, FL is seeking a results-driven Wealth Planner to prepare comprehensive financial plans and partner with client-facing advisors on wealth strategies. The role focuses on retirement, education, insurance, estate, and business planning, delivering tailored analyses and actionable advice.

Collaborate with advisors across planning disciplines to create robust client deliverables and enhance the planning process.

Qualifikationen

• Bachelor’s degree in Financial Planning or Finance required.
• CFP certification or advanced credential in related area preferred.
• 3–5+ years of experience in financial planning.
• Strong knowledge of cash management, tax planning, insurance, education, retirement, estate planning and risk management; ability to translate to client solutions.
• Experience with financial planning software.
• Proficiency with Microsoft Office products.

Aufgaben

• Interact with advisors to gather data for initial or review plans.
• Prepare comprehensive financial plans and modular analyses for clients.
• Produce analytical reports used in plans and recommendations.
• Support advisors in delivering high-quality client experiences.

Kenntnisse

Bachelor’s degree

CFP

Financial planning

Software experience

MS Office

Ausbildung

Bachelor’s degree in Financial Planning or Finance

Tools

Financial planning software

eMoney

Jobbeschreibung

Sequoia Financial Group in Tampa, FL is seeking a results-driven Wealth Planner to prepare comprehensive financial plans and partner with client-facing advisors on wealth strategies. The role focuses on retirement, education, insurance, estate, and business planning, delivering tailored analyses and actionable advice.

Collaborate with advisors across planning disciplines to create robust client deliverables and enhance the planning process.