Certified Financial Planner (CFP or Advisor designation req. / on-site in JAX, relo available)

Certified Financial Planner (CFP® or Advisory designation required) Salary: up to $100,000+ (Negotiable, depending on depth of experience) + Benefits Benefits: Health/Dental/Vision Insurance, 401(k) w/ match, PTO, Professional Development Support Job Type: Full‑Time | On‑site Typical Hours: Monday–Friday, 40–45 hours/week Travel: Optional domestic travel Start Date: ASAP Relocation assistance: Negotiable Responsibilities Conduct in-depth financial assessments for high‑net‑worth clients Develop strategic financial plans aligned with client goals and values Incorporate investment, estate, insurance, tax, and cash flow strategies Execute trades and monitor client portfolios for optimization opportunities Prepare for and participate in client meetings, reviews, and onboarding processes Partner with internal and external professionals (CPAs, attorneys, investment managers) as needed Maintain accurate CRM documentation and task completion Contribute to internal planning discussions, investment strategy reviews, and process improvements Support special projects, system enhancements, general office needs and team collaboration Qualifications Current Certified Financial Planner (CFP®) or Advisory designation required Knowledge of investment management, tax strategy, and estate planning fundamentals required Familiarity with financial planning software (Morningstar Y Charts, Emoney) & MS Office required #J-18808-Ljbffr #twiceasnice Recruiting