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 2 days ago
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