Certified Financial Planner (CFP® or Advisory designation required) at #twiceasnice Recruiting

Jacksonville, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

90000.0

Posted On

14 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Management, Tax Strategy, Estate Planning, Client Service, CRM Documentation, Portfolio Optimization, Financial Assessments, Strategic Planning, Collaboration, Process Improvements, Professional Development, Mentorship, High-Net-Worth Clients, Entrepreneurial Mindset, Technical Knowledge

Industry

Staffing and Recruiting

Description

Certified Financial Planner (CFP® or Advisory designation required) Location: Jacksonville, FL Salary: $60,000 - $90,000+ (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 Sponsorship is not available Relocation assistance negotiable Certified Financial Planner (CFP® or Advisory designation required) Description Our client, a dynamic and growth-oriented wealth management firm, is looking for a strategic Certified Financial Planner to join their team in Jacksonville, FL. This is an opportunity for a driven professional seeking to advance their career through mentorship and advanced exposure to financial strategies. You’ll partner closely with the firm’s founder and client service team to deliver sophisticated financial planning solutions to high-net-worth individuals and families. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset, thrives in a fast-paced, high-performance environment, and takes pride in delivering excellence. This is a great opportunity offering autonomy to shape your path within a collaborative firm that values initiative, accuracy, and strategic thinking, where your ideas will be heard and your impact will be visible. Certified Financial Planner (CFP® or Advisory designation required) 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 • Support client service activities • 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 Certified Financial Planner (CFP® or Advisory designation required) Qualifications • Bachelor’s degree required • 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

Responsibilities

Conduct in-depth financial assessments and develop strategic financial plans for high-net-worth clients. Collaborate with internal and external professionals to deliver sophisticated financial planning solutions.