Certified Financial Planner; CFP

Join a fast‑growing Tampa wealth management firm and work directly with the founder to serve high‑net‑worth families, attorneys, business owners, and retirees nationwide.

We’re looking for a CFP® professional who is detail‑driven, tech‑curious, and passionate about delivering truly personalized, high‑touch planning. If you enjoy client interaction, embrace innovation (including AI), and want to be part of a collaborative, high‑performance culture—this could be your next great seat.

• Build and manage advanced financial, tax, and estate plans for HNW clients
• Lead investment conversations and planning reviews
• Collaborate as part of a small, elite team
• Stay current on planning strategies and compliance
• Explore and integrate new tech (including AI) to elevate planning efficiency + value

• Series 65 or 66 required
• 3+ years’ experience in financial planning or wealth management
• Strong attention to detail and communication skills
• Confident with complex planning conversations
• Curious + forward‑leaning with technology (bonus if you’ve used Jump AI, eMoney, etc.)

• Competitive salary + performance-based bonus
• Health, dental, and retirement plan
• Growth‑focused, collaborative culture where your ideas matter

If you’re looking to do meaningful work, grow your skills, and help shape the future of the firm — we want to talk.

Apply today.

Seniority level:
Not Applicable

Employment type:

Full‑time

Job function:
Strategy/Planning and Finance