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Financial Planner
Job in
Clearwater, Pinellas County, Florida, 34623, USA
Listed on 2026-02-15
Listing for:
LHH
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Join a well-established, fiduciary RIA managing over $2B in assets in the Tampa Bay area. This is a collaborative, advice-first firm with strong leadership mentorship, long-tenured team members, and a clear path for growth. If you're a CFP® professional who values meaningful client relationships over sales quotas and wants to deepen your impact in a team-oriented environment, this is worth a conversation.
🔹 What You’ll Do
- Serve as primary or co-primary advisor for a group of client relationships
- Deliver comprehensive financial plans and investment recommendations
- Identify planning opportunities across retirement, tax, estate, and risk
- Support client retention and deepen long-term relationships
🔹 What We’re Looking For
- 2–6 years in a direct advisory / client-facing financial planning role
- Experience across financial planning, investments, and insurance
- Strong communicator comfortable guiding clients through complex decisions
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