Wealth Planner / Paraplanner (CFP or in progress req.)

twiceasnice Recruiting; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Professional development support

Job summary

Our client in wealth management seeks a Wealth Planner / Financial Planning Associate in Jacksonville, FL. You will build detailed financial plans, analyze client scenarios, and support advisor recommendations while collaborating closely with the owner and team.

Gaining hands-on planning experience, you’ll prepare for client meetings, ensure accuracy, and contribute to investments, retirement, tax, estate, and risk planning.

Qualifications

• Bachelor's degree completed or expected by start date.
• CFP coursework completed or in progress required.
• Foundational knowledge of investments, retirement, tax, and estate planning.
• Strong analytical, organizational, and attention-to-detail skills.
• Proficiency in MS Office; financial planning software experience preferred.

Responsibilities

• Build, update, and refine financial plans within planning software for advisor review.
• Collect and verify client information, financial statements, and planning assumptions.
• Analyze cash flow, assets, liabilities, investment allocations, retirement needs, and risk.
• Develop scenarios and concise recommendations for retirement, tax, estate, and insurance.
• Check plans and documents for completeness and accuracy; support client meetings.
• Collaborate with advisors to prepare and present planning recommendations.
• Maintain accurate client records and planning updates in CRM systems.

Skills

Analytical skills

Attention to detail

Client-facing communication

Organizational skills

Interpersonal skills

Education

Bachelor's degree completed or expected

CFP coursework completed or in progress

Tools

MS Office

Financial planning software

Job description

CFP coursework completed or in progress | CFP-certified candidates welcome

Salary: $70,000-$100,000 (depending on experience and credentials) + Benefits

Benefits: Health, Dental, Vision, 401(k) with match, PTO, Professional Development Support

Job Type: Full-Time | On-site

Typical Hours: Monday-Friday, 40-45 hours/week

Start Date: ASAP

Sponsorship is not available

Our client in the wealth management industry is looking for a Wealth Planner / Financial Planning Associate in Jacksonville, FL. This position combines substantial 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 risk planning. You will work closely with the firm's owner and internal team. This is not a cold-calling or book-of-business development role. The firm is open to experienced planners as well as recent or upcoming graduates who have completed or are nearing completion of CFP coursework and are eager to develop through hands-on planning work. Success requires careful analytical work, attention to detail, and the confidence and interpersonal skills to contribute professionally in client meetings. Over time, you’ll gain the autonomy to shape your path within a collaborative firm that values initiative, precision, and strategic thinking. Your ideas will be heard and your impact will be visible.

• 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

Wealth Planner / Financial Planning Associate Qualifications

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