Certified Financial Planner (CFP)
Independent Financial Partners (IFP)
Join a fast-growing Tampa wealth management firm and work directly with the founder to serve high‑net‑worth families, attorneys, business owners, and retirees nationwide. We’re looking for a CFP® professional who is detail‑driven, tech‑curious, and passionate about delivering truly personalized, high‑touch planning. If you enjoy client interaction, embrace innovation (including AI), and want to be part of a collaborative, high‑performance culture—this could be your next great seat. What You’ll Do Build and manage advanced financial, tax, and estate plans for HNW clients. Lead investment conversations and planning reviews. Collaborate as part of a small, elite team. Stay current on planning strategies and compliance. Explore and integrate new tech (including AI) to elevate planning efficiency + value. What We’re Looking For Series 65 or 66 required. 3+ years’ experience in financial planning or wealth management. Strong attention to detail and communication skills. Confident with complex planning conversations. Curious and forward‑leaning with technology (bonus if you’ve used Jump AI, eMoney, etc.). What We Offer Competitive salary + performance‑based bonus. Health, dental, and retirement plan. Growth‑focused, collaborative culture where your ideas matter. If you’re looking to do meaningful work, grow your skills, and help shape the future of the firm — we want to talk. Apply today. Seniority level Mid‑Senior level Employment type Full‑time Job function Strategy/Planning and Finance #J-18808-Ljbffr Independent Financial Partners (IFP)
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Certified Financial Planner (CFP) in Tampa, FL vacancy
$75k - $95k
...management firm and help build the plans that define our clients' financial futures. Walser Wealth Management is a premium boutique wealth... ...practice. These are non-client-facing roles designed for CFP® professionals who love the craft of financial planning - building...SuggestedFull timeWork at officeShift work$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a... ...Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded... ...and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP...SuggestedFull timeContract workFor contractorsWork at office$48k - $100k
...goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... .... Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....SuggestedWork at officeShift workDay shift- ...ago Be among the first 25 applicants Please Note: OMNI Financial Services is a FLORIDA based company and is not affiliated... ...for licensure & multiple designations, such as the Certified Financial Planner (CFP®) and FINRA licensure. Vast array of broker/dealer & investment...SuggestedFull timeWork experience placement
- ...solutions. Utilize objective and sound personal financial planning and financial advisory concepts... ..., local advisory board members, outside Certified Public Accountants (CPA), attorneys,... ...background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA *...SuggestedFull timePart timeWork at officeLocal areaShift workDay shift
- ...solutions. Utilize objective and sound personal financial planning and financial advisory concepts... ..., local advisory board members, outside Certified Public Accountants (CPA), attorneys,... ...background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA *...Work at officeLocal area
- ...degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus. 10 years experience in financial planning, investment management, or a related field. Generous...
- ...in Birmingham, Alabama. With a focus on delivering personalized financial solutions, the organization supports clients in maximizing their... ...solutions Bachelor's degree in Finance, Economics, or related field; CFP or other relevant certification is a plus Proven experience in...Full time
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package...Work at office- ...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry... ...not limited to: Accountants Attorneys Bankers CERTIFIED FINANCIAL PLANNER professionals* Community leaders Consultants...Full timeWork experience placementLocal area
- ...focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in... ...Investment Advisor Representative (IAR) Active series 65 license CFP certified Client first attitude Proven ability to work...Local area
$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shiftBMO (Bank of Montreal)
Tampa, FL1 hour ago- ...in Tampa, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on delivering... ...delivering exceptional client service. A bachelor’s degree and CFP certification are preferred. A competitive rewards package is...
$185k - $215k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...decisions independently - Professional designation such as CFA or CFP is preferred**Location**The role offers a hybrid/flexible schedule...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Overview Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning... ...as one of: Registered rep of full-service brokerage; CFA, CFP or CPA; Securities Portfolio Manager. CFP Achieved. Technical knowledge...Work at officeImmediate start
$46.12k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hoursRegions Bank
Tampa, FL5 hours ago- ...services to individuals and families with complex or sensitive financial situations. They hold a lot of value to professionals that are well... ...certifications and will give preference to if holding the CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA....
$165k - $200k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...decisions independently - Professional designation such as CFA or CFP is preferred The role offers a hybrid/flexible schedule, which...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$10k
...Financial Planning Counselor Are you passionate about helping others build their best version of the financial future? Do you enjoy solving... ...~ You have in-depth knowledge of financial planning topics (CFP beneficial) ~ You communicate with a wide array of audiences by...Work at officeWork from home- ...Analyst Tallahassee, Orlando, Jacksonville, Miami and Tampa Launch Your Career with Cook Systems Since 1990, Cook Systems—a certified veteran-owned IT consulting firm—has been helping businesses and professionals grow through innovation, integrity, and investment...Work experience placementFlexible hours
Cook Systems
Tampa, FL3 days ago $87.62k - $100.76k
...a background check. Must be able to participate in an on-call rotation or be on-call. PREFERRED QUALIFICATIONS ~ A Certified Information Systems Security Professional (CISSP) certification. KNOWLEDGE, SKILLS, AND ABILITIES Fundamentals of Information...HILLSBOROUGH CO AVIATION AUTHORITY
Tampa, FL3 days ago- ...Associate Wealth Advisor Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering... ...or current pursuit of industry credentials (preferably the CFP designation). Responsibilities Assist other Advisor(s) with...Work at officeImmediate start
- ...opportunity for you. What You Have Required Qualifications CFP designation or CFA designation Bachelor's degree Active... ...of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications...Work at office
- ...Independent Broker-Dealer is seeking a Consultant/ Coach! This Tampa-based independent broker dealer is dedicated to empowering financial advisors and elevating the client experience. They offer a collaborative, high-impact environment where every team member’s work...
Social Capital Resources
Tampa, FL1 day ago - A prominent financial institution seeks a Business Banker to develop and expand relationships with local business owners. The ideal candidate will have a Bachelor's Degree and significant experience in commercial lending or business development. Responsibilities include...Local area
- ...degree in Accounting or Finance, along with 3-5 years of banking product sales experience, is required. The position is based in Tampa, Florida and focuses on fostering trusted financial partnerships with businesses in targeted industries. #J-18808-Ljbffr Hancock Whitney
- ...Competencies Required Excellent verbal and written communications skills; required for effective interactions with clients to meet financial investment objectives and/or resolve problems or complaints. Self-motivated and work well in a team environment. High energy level...Full timeWork at officeWork visaFlexible hoursAfternoon shift
- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking...
- Hancock Whitney Corp. is seeking a CRE Banker in Tampa, FL to handle the retention and expansion of business relationships while managing a portfolio of commercial real estate loans. The ideal candidate will possess a Bachelor’s degree and 7-10 years of experience in commercial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Certified Financial Planner (CFP). Be the first to apply!
Related searches
- entry level financial advisor Tampa, FL
- jde finance consultant Tampa, FL
- financial advisor Tampa, FL
- financial planner cfp Tampa, FL
- financial planner Tampa, FL
- senior financial advisor Tampa, FL
- financial planning assistant Tampa, FL
- financial advisor associate Tampa, FL
- financial counselor Tampa, FL
- junior oracle financial functional consultant Tampa, FL