8 cfp jobs at 7 companies in Cape Coral, FL
5d
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Senior Financial Planner
Athens or Atlanta or Charleston or Naples
OnsiteFull Time
Bachelor's degree in financial planning or related field, CFP designation, fiduciary commitment, strong communication, organizational, analytical, and interpersonal skills.
1w
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
2mo
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Financial Advisor
Naples, Florida, United States
HybridFull Time
4+ YOEBachelor's in business/finance required, 4+ years as a financial advisor/planner, Series 65 and insurance licenses preferred, CFP preferred; strong communication, organizational, and computer skills.
5d
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Key Private Bank Wealth Planner
Naples or Palm Beach Gardens or Fort Myers
$92k-$172k/yr HybridFull Time
5+ YOEBachelor's degree in a business-related field or equivalent experience, 5 years of financial planning advice for affluent clients, CFP credential, planning software expertise, CRM experience, and a valid driver's license.
MoneyGuide, Wealth Studios, CRM
1w
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Personal Financial Counselor, Assignment Ready Counselor, PFC, Cape Coral, Florida
Cape Coral, Florida, United States
RemotePart Time
Bachelor's degree or equivalent education and experience, 3+ years of financial counseling experience, AFC/CFP/ChFC certification, U.S. citizenship, fluent English, valid driver's license, and Tier 2 clearance eligibility.
2mo
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Private Banker & Market Leader
Naples, Florida, United States
OnsiteFull Time
7+ YOEProven private/commercial banking or wealth relationship experience, strong business development and leadership, established Naples/Southwest Florida network, Bachelor's preferred, 7+ years experience (10+ preferred), CFP/CTFA/CPWA a plus.
2mo
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Wealth Advisory Manager
Southlake or Dallas or San Francisco or New York City or Seattle or San Diego or Naples
$100k-$140k/yr HybridFull Time
3+ YOE3+ years client-facing advisory experience in wealth management; CFP preferred; 4-year degree in finance-related field; proficiency with MoneyGuide Pro, eMoney, Orion, Salesforce, Excel and PowerPoint; strong financial and communication skills.
MoneyGuide Pro, eMoney, Orion, Salesforce, Microsoft Excel, Microsoft PowerPoint
1w
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College Financial Representative, Internship Program
Fort Myers, Florida, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with entrepreneurial sales interest, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking skills.
Series 6, Series 63, CFP, SIE