CFP Financial Planner — Collaborative Client Planning Pro
Coastal Wealth
Coastal Wealth in Miami, FL, USA, is seeking an experienced Financial Planner to support advisors by preparing comprehensive financial plans for clients, aligning strategies with CFP standards. The ideal candidate holds a CFP designation or is actively pursuing certification, with 3–5 years drafting plans and strong analytical skills. Proficiency with eMoney, RightCapital or MoneyGuidePro is preferred to translate data into actionable strategies. Competitive salary and benefits offered. #J-18808-Ljbffr Coastal Wealth
Vacancy posted 2 days ago
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