Certified Financial Planner
Coastal Wealth
Job Description
Job Description
Coastal Wealth is seeking an experienced Financial Planner to support our advisors by preparing comprehensive financial plans for their clients. This role is ideal for a Certified Financial Planner (CFP) or a candidate actively pursuing their CFP designation, with 3-5 years of experience in drafting and developing financial plans. The ideal candidate will possess strong technical knowledge and the ability to translate complex financial data into actionable strategies for clients.
Key Responsibilities:
- Collaborate with advisors to create and deliver customized, comprehensive financial plans tailored to clients' individual goals and needs.
- Analyze clients' financial information, including investments, retirement accounts, insurance policies, tax strategies, and estate plans.
- Utilize financial planning software (e.g., eMoney) to model scenarios and develop recommendations.
- Stay updated on industry trends, regulations, and best practices to ensure accurate and compliant financial planning.
- Support advisors in client meetings by providing data-driven insights and assisting in the presentation of financial plans.
- Maintain detailed documentation of client information and planning strategies in accordance with compliance standards.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CFP® designation or actively pursuing CFP certification.
- 2-4 years of experience in financial planning, with a strong background in drafting comprehensive plans.
- Proficiency with financial planning software, preferably eMoney. (RightCapital and/or MoneyGuidePro experience are also desired)
- Exceptional analytical, organizational, and communication skills.
- Ability to work collaboratively with advisors and support staff in a fast-paced environment.
- Strong attention to detail and commitment to delivering high-quality work.
- Must be located in Florida.
Benefits:
- Competitive salary and performance-based bonuses.
- Professional development opportunities and support for CFP completion.
- Comprehensive benefits package, including health, dental, vision, and retirement plans.
- Collaborative and supportive team environment.
- Seniority Level
Not Applicable
- Employment Type
Full-time
Screening questions
Required qualifications
- Have you completed the following level of education: Bachelor's Degree?
Ideal Answer: Yes
- Are you willing to undergo a background check, in accordance with local law/regulations?
Ideal Answer: Yes
- Are you comfortable working in a hybrid setting?
Ideal Answer: Yes
- How many years of experience do you have in writing financial plans?
Ideal Answer: Minimum: 2
- Are you located in Florida or willing to relocate?
Ideal Answer: Yes
Preferred qualifications
- Do you have the following license or certification: Certified Financial Planner?
Vacancy posted 3 days ago
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