CFP Financial Planner — Collaborative Client Planning Pro
Listed on 2026-10-06
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Analyst
Coastal Wealth in Miami, FL, USA, is seeking an experienced Financial Planner to support advisors by preparing comprehensive financial plans for clients, aligning strategies with CFP standards.
The ideal candidate holds a CFP designation or is actively pursuing certification, with 3–5 years drafting plans and strong analytical skills. Proficiency with eMoney, Right Capital or Money Guide Pro is preferred to translate data into actionable strategies. Competitive salary and benefits offered.
As a CFP Financial Planner — Collaborative Client Planning Pro, you will play an important part at Coastal Wealth in Miami, FL, United States.
Learn more about the CFP Financial Planner — Collaborative Client Planning Pro role in the description above.
We appreciate your interest in this position.
Join Coastal Wealth and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).