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114 cfp jobs at 50 companies in Florida

2mo
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CFP - Certified Financial Planner
Spring Hill, Florida, United States
OnsiteFull Time
Campbell & Company
Campbell & Company: Provides accounting, tax preparation, and financial advisory services.
FINRA Series 65 required; CFP designation required; Series 65 or equivalent; Life License; strong client service and CRM skills.
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2mo
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Retirement Plan Consultant - Manatee County, FL
Sarasota or Tampa
OnsiteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
High school diploma required; bachelor’s degree preferred; Series 7/66 preferred; appropriate state insurance licenses required; CFP/ChFC desirable; bilingual Spanish/English a plus.
Series 7, Series 66, State Insurance Licenses, CFP, ChFC
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2w
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Financial Planner
Ridgeland or Mobile or Santa Rosa Beach
OnsiteFull Time
Trustmark
TrustmarkNASDAQ: TRMK: Provides retail and commercial banking, wealth, and insurance services.
3+ YOEBachelor's degree and ~3+ years in financial services; CFP or CWS (or ability to complete CFP), strong planning knowledge (retirement,taxes,estate,investments), Microsoft Office and Money Guide Pro experience, strong communication and analysis skills.
Money Guide Pro, Microsoft Office
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2mo
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Financial Planning Leader
Dacula or Atlanta or Raleigh or Charlotte or Richmond or Greensboro or Orlando
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ MgmtExpert in financial planning with CFP or equivalent; leads planning delivery, delivers client solutions, and collaborates with partners.
Microsoft Office, Planning software, Financial planning tools
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2mo
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Lead Advisor - New Market - Charlotte, NC
Charlotte or Tampa
$150k-$350k/yr RemoteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
6+ YOECFP/CPA/CFA/JD required (or obtain Series 65 within 120 days if not CFP), four-year degree required, 6+ years financial/estate planning experience, expertise in estate/tax/retirement/insurance/investment planning, strong communication and leadership skills.
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2mo
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Senior Portfolio Manager, Private Asset Management (Tampa or Sarasota, FL)
Tampa, Florida, United States
HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years portfolio management experience with individual clients; CFA or CFP certification preferred; bachelor’s degree preferred.
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3mo
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PWM Private Wealth Advisor
Tampa, Florida, United States
$144k-$169k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOE10+ years in high/ultra-high net worth wealth management; Bachelor's degree; NMLS registration; CFA/CFP preferred.
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2mo
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Chief Financial Officer
Nashville or Miami or West Hollywood
$71k-$150k/yr OnsiteFull Time
Tri Star Sports and Entertainment Group: Business and financial management for athletes and entertainers.
15+ YOE5+ MgmtLead finance, accounting, reporting; drive profitability; 15+ years in finance, entertainment/music preferred; CPA/CFP/CMA preferred.
ERP systems, Accounting software, Excel
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3mo
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Retirement Plan Consultant II - Tampa, FL
Tampa, Florida, United States
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
Bachelor's degree preferred; Series 7/66 and state licenses required; CFP/ChFC desirable; strong presentation skills; travel up to 25-50%
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1mo
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Vice President, Investment Strategist
Miami, Florida, United States
$69k-$155k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
2+ YOEBachelor's degree (or equivalent), 2+ years experience, CFP or CFA preferred, strong analytical and communication skills, proficiency with financial analysis tools and investment management software.
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1w
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOEFINRA Series 7 & 66 (or ability to acquire), 2+ years financial services experience, CFP encouraged, client profiling, outbound calling, and use of planning tools.
Salesforce, Glance
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1mo
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Associate Portfolio Advisor
Sarasota, Florida, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
2+ YOE2–5+ years investment experience, strong portfolio construction and market knowledge, analytical and communication skills, team-oriented; progress toward CFA/CFP preferred.
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1mo
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Financial Planning Specialist II
Urbana or Naperville or Kansas City or St. Louis or Tomahawk or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$64k-$80k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
2+ YOEBachelor's in finance required, 2+ years financial planning experience, CFP required or ability to sit for exam, proficiency with Microsoft Office and Smartsheet, strong communication and analytical skills.
Microsoft Office, Smartsheet
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2mo
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Financial Advisor
Naples, Florida, United States
HybridFull Time
HBK CPAs & Consultants
HBK CPAs & Consultants: Providing comprehensive accounting, tax, and financial advisory services.
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.
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4w
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Financial Advisor
Orlando, Florida, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial and client-building experience, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; CFP support; legal US work authorization required.
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3w
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Portfolio Manager III
Naples, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOE10+ years of investment decision-making with high-net-worth clients; fiduciary knowledge; leadership, client relationship, and portfolio construction skills; CFP/CFA/CPA credentials preferred.
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Wealth Management Academy Professional - Orlando - July/October Cohorts
Orlando, Florida, United States
$22-$42/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree required, CFP coursework completed or in progress, ability to travel <10%, readiness to study for and pass SIE/Series 7/Series 66, client communication and consultative skills.
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2w
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Lead Advisor (Lake Nona & Viera, Florida)
Orlando or Viera
$90k-$150k/yr HybridFull Time
The Chamberlin Group
The Chamberlin Group: Provides holistic retirement planning and tax preparation services.
5+ YOEActive Series 65/66 or CFP plus Life & Health Insurance, bachelor\u0002s degree, 5+ years advisory/sales experience, strong presentation and client-facing skills.
HubSpot, RightCapital, Charles Schwab, Fidelity
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1w
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Financial Planner
Palm Beach, Florida, United States
$63k-$121k/yr OnsiteFull Time
Flagstar
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
4+ YOEUndergraduate degree, 4+ years financial planning/wealth management experience, CFP® or progress toward designation, experience with eMoney/MoneyGuidePro and CRM, strong communication and presentation skills.
eMoney, MoneyGuidePro, CRM
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3mo
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Senior Wealth Advisor
Miami-Fort Lauderdale Area, Florida, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; financial planning experience and bachelor's degree in finance/business/economics preferred.
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