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Senior CFP: ‑Impact Wealth Planning Leader
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-01-27
Listing for:
twiceasnice Recruiting
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Jacksonville, FL is seeking a Certified Financial Planner to join their team. This position involves conducting financial assessments, developing strategic financial plans, and partnering with clients to deliver tailored financial solutions. The ideal candidate must have a Bachelor's degree and a CFP designation, with strong knowledge in investment management and tax strategy. Competitive compensation and benefits are offered, with opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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