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31 cfp jobs at 16 companies in Homestead, FL

1w
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Wealth Advisor - CFP® Professional
Plantation, Florida, United States
OnsiteFull Time
Tobias Financial Advisors
Tobias Financial Advisors: Provides fee-only wealth management and financial planning services.
5+ YOEBachelor's degree and CFP certification required, with 5+ years of financial planning experience. Requires client relationship, investment, tax planning, analytical, communication, and financial software skills.
MoneyGuidePro, Salesforce
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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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5d
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Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
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5d
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Senior Wealth Advisor
Miami or Florida
RemoteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
7+ YOECFP required; 7+ years in financial advice, planning, book management, and relationships. Requires regulatory licensing or registration and expertise in investment, financial, trust, and estate planning.
FINRA, SFC
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3mo
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PWM Private Wealth Advisor
Fort Lauderdale, Florida, United States
$144k-$169k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOEBachelor's degree or equivalent; 10+ years in high-net-worth wealth management; strong relationship, business development, analytical, and communication skills; CFA or CFP preferred.
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2w
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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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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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2d
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Wealth Strategist (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
NewEdge Capital Group
NewEdge Capital Group: Provides wealth management, investment advisory, and institutional brokerage services.
Requires CFP designation, advanced estate and wealth transfer planning expertise, eMoney proficiency, client-facing communication, cash flow, tax, and business succession knowledge; UHNW experience preferred.
eMoney
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4d
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Senior Private Wealth Advisor, Practice Lead - Miami
Miami or Tampa
$114k-$165k/yr RemoteFull Time
Empower
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOERequires 10+ years in financial services and client experience, a bachelor's degree or equivalent, Series 65, fingerprinting, wealth management expertise, and high-net-worth client experience. CFP preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce, NetX360
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1mo
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VP Wealth Consultant - Coral Gables, FL
Coral Gables or Chicago or Miami or Atlanta
$150k-$200k/yr FieldFull Time
Calamos Investments
Calamos Investments: Provides global asset management and wealth management investment strategies.
8+ YOEBachelor's degree, Series 65 and CFP required, 8+ years in financial services (4+ years intermediary sales preferred), CRM proficiency, strong sales/presentation/communication skills, regular regional travel.
CRM systems
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1mo
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Investment Consultant - Coral Gables, FL
Coral Gables, Florida, United States
$27-$44/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
2+ YOERequires Series 7 and Series 66 (or 63/65), life & health insurance license, bachelor's degree or equivalent, 2+ years financial services experience; CFP preferred; NMLS registration required for mortgage originations.
NMLS
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1mo
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Risk Engineer (All Levels & Specialty Areas)
Hartford or New York City or Franklin or Coral Gables or Alpharetta or San Antonio or Illinois or Scottsdale or Frisco or Philadelphia or California
$102k-$154k/yr FieldFull Time
The Hartford
The HartfordNYSE: HIG: Provides business and personal insurance, group benefits, and investments.
Background in risk engineering, safety, or related fields; degree in engineering or related discipline (or equivalent experience); consultative and technical writing skills; familiarity with digital tools; certifications such as CSP, CIH, CPCU, CFPS, or ARM are a plus.
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2mo
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Personal Financial Counselor, PFC-Miami
Hialeah, Florida, United States
$58k-$94k/yr OnsiteFull Time
Magellan Health
Magellan HealthNYSE: CNC: Provides managed healthcare, behavioral health, and pharmacy benefit services.
3+ YOEBachelor's degree required; 3+ years financial counseling; US citizen; fluent English; bilingual in English/Spanish preferred; must pass OCI and a Tier 2 investigation; AFC/CFP/ChFC certifications; driver license.
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2mo
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Regional Wealth Advisor, Family Office Solutions
Fort Lauderdale, Florida, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOE10+ years wealth planning experience with ultra-high-net-worth clients, expert knowledge of wealth transfer, taxation and estate planning; advanced credentials (JD, CFP, MBA) preferred; strong analytical and interpersonal skills.
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1w
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College Financial Representative, Internship Program
Fort Lauderdale, Florida, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably a junior or senior, with entrepreneurial sales interest, campus involvement, excellent time management, financial planning interest, and business and critical-thinking skills.
Series 6, Series 63, CFP, SIE
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2d
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Asset & Wealth Management, Business Development Professional, Associate - Miami
Miami, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
3+ YOEBachelor's degree, 3+ years of related financial services experience, native Spanish fluency, strong financial markets interest, communication, relationship-building, organization, and problem-solving skills.
Salesforce, CFA, CFP
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2w
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J.P. Morgan Wealth Management - Private Client Advisor - Central Miami
Miami or Miami
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required, CFP preferred, bachelor’s degree preferred.
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1mo
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Senior Wealth Advisor ($200,000 - $400,000+)
Miami, Florida, United States
$200k-$400k/yr OnsiteFull Time
Guerra Wealth Advisors
Guerra Wealth Advisors: Provides wealth management and retirement planning services for families.
7+ YOE7+ years advising high-net-worth clients; CFP/CFA/ChFC preferred; RICP within 1 year; Series 65 and Life & Health license to be obtained within 90 days; experience administering $50M+ AUM; leadership and advanced planning skills.
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