Autonomous Lead CFP Advisor: Planning-First Wealth
TalentWealth
TalentWealth is seeking an experienced CFP® Professional / Relationship Manager (Lead Advisor II) in Tampa, Florida. You will manage high-net-worth clients, providing comprehensive financial planning and personalized service. This position offers a clear path to senior advisory leadership, requiring a bachelor's degree, 5-8 years in financial services, and Series 65 certification. Ideal candidates are detail-oriented, problem solvers, passionate about client success, and proficient in financial planning tools. #J-18808-Ljbffr TalentWealth
Vacancy posted 2 days ago
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