Wealth Planner & CFP-Ready Financial Planning Associate

#twiceasnice Recruiting; Jacksonville (FL); Vor Ort; USD 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health

Dental

Vision

401(k) with match

PTO

Professional Development Support

Zusammenfassung

Our client in the wealth management industry is seeking a Wealth Planner / Financial Planning Associate in Jacksonville, FL. The role combines hands-on financial plan preparation with opportunities to participate in client meetings and support advisor recommendations.

You will gather and analyze client information, work within financial planning systems to build and refine detailed plans, and help the firm’s advisors deliver thoughtful guidance across investments, retirement, tax, estate, and

Qualifikationen

• Bachelor's degree completed or expected by start date.
• CFP certification or completion/progress toward CFP coursework required.
• Foundational knowledge of investments, retirement, tax, and estate planning.
• Strong interest in hands-on financial plan preparation and analysis.
• Confident, personable communicator with strong client-facing potential.
• Strong analytical, organizational, and attention-to-detail skills.
• Proficiency in MS Office; financial planning software experience preferred.

Aufgaben

• Build, update, and refine detailed financial plans within financial planning software for advisor review.
• Collect, and verify client information, financial statements, account details, and planning assumptions.
• Analyze cash flow, assets, liabilities, investment allocations, retirement needs, and risk exposure.
• Develop scenarios, calculations, and concise recommendations for retirement, tax, estate, and insurance.
• Check plans, inputs, reports, and supporting documents for completeness and accuracy.
• Participate in client meetings, communicate professionally, take notes, and coordinate follow-up items.
• Partner with advisors to prepare and present planning recommendations and respond to client needs.
• Maintain accurate client records and planning updates in the CRM and planning platforms.
• Collaborate with colleagues to keep planning deliverables and client follow-up on track.

Kenntnisse

Analytical ability

Client communication

Attention to detail

Ausbildung

Bachelor's degree completed or expected

CFP coursework in progress or CFP certification

Tools

MS Office

Jobbeschreibung

Our client in the wealth management industry is seeking a Wealth Planner / Financial Planning Associate in Jacksonville, FL. The role combines hands-on financial plan preparation with opportunities to participate in client meetings and support advisor recommendations.

You will gather and analyze client information, work within financial planning systems to build and refine detailed plans, and help the firm’s advisors deliver thoughtful guidance across investments, retirement, tax, estate, and