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33 cfp jobs at 17 companies in West Palm Beach, 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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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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3w
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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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Retirement Plan Consultant - Indian River County, FL
Boca Raton, Florida, United States
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
High school diploma required; Series 7/66 and state licenses preferred; CFP/ChFC desirable; strong presentation skills; bilingual Spanish/English a plus.
Microsoft PowerPoint, Video Conferencing, CRM
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2w
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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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2d
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Financial Planning Associate (Hybrid)- NJ
Ridgewood or Boca Raton or Irvine or San Francisco or Hawaii or New York or New Jersey or Connecticut or Massachusetts or Delaware or Georgia or Florida
HybridFull Time
Perigon Wealth Management
Perigon Wealth Management: Independent registered investment advisor providing comprehensive wealth management services.
0+ YOEBachelor’s degree in finance, accounting, economics, or related field; 0–3 years of financial services experience; analytical, communication, organizational, and Microsoft Office skills. CFP progress is preferred.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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3w
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Wealth Investment Associate
Palm Beach, Florida, United States
$29-$49/hr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
1+ YOEBachelor's degree or equivalent experience, minimum 1 year investment-related experience, strong communication, presentation, and analytical skills; proficiency with office software; working toward CFA/CFP preferred.
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1w
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Retirement Plan Consultant - West Palm Beach, FL
West Palm Beach or Boca Raton
OnsiteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
High school diploma or GED required; bachelor's preferred. Requires excellent presentation skills and appropriate state insurance licenses; Series 7 and Series 66 preferred. CFP or ChFC desirable.
video technology, client management, financial planning tools
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6d
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Generations Team Leader
West Palm Beach, Florida, United States
$144k/yr HybridFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
11+ YOEBachelor's degree, CFP designation, active Series 7, 66, and 24, and 11+ years of industry experience. Requires high-net-worth client experience and team leadership; travel up to 20%.
WSPs, SOPs
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6d
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Key Private Bank Wealth Planner
Naples or Palm Beach Gardens or Fort Myers
$92k-$172k/yr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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
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3mo
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Business Development Financial Advisor
Chicago or Denver or Greenwood Village or Lone Tree or Milwaukee or Baltimore or Cleveland or New Haven or Newark or Jacksonville or Jupiter
$125k-$175k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
5+ YOEMinimum 5 years IAR experience; hold or obtain Series 65 or Series 66+7 within 90 days; 2 years as IAR or CFP/CFA/CPA; strong communication and analytical skills.
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1mo
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Relationship Manager
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
5+ YOEBachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker
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5d
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Generations Team Leader
West Palm Beach, Florida, United States
HybridFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
11+ YOEBachelor's degree, CFP, active Series 7, 66, and 24, and 11+ years of industry experience required. Experience with high-net-worth clients and financial advisors required; team leadership and advanced degree preferred.
Webinars
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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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3w
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J.P. Morgan Wealth Management - Private Client Advisor - West Palm Beach and Lake Worth, FL
West Palm Beach or Lake Worth
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; client acquisition and relationship skills; Series 7 and Series 66 required (or obtain within 60 days); life, health & long-term care insurance license required; CFP preferred.
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1w
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College Financial Representative, Internship Program
Boca Raton, Florida, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably junior or senior, with entrepreneurial interest in sales, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking skills.
Series 6, Series 63, CFP, SIE
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2mo
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Personal Financial Counselor; Fort Lauderdale, FL
Fort Lauderdale, Florida, United States
$58k-$94k/yr FieldFull Time
Magellan Health
Magellan HealthNYSE: CNC: Provides managed healthcare, behavioral health, and pharmacy benefit services.
3+ YOEBachelor's degree (or equivalent experience), 3+ years financial counseling experience, U.S. citizenship, fluent English (Spanish preferred/required by contract), must obtain Tier 2 investigation, and hold AFC, CFP, or ChFC certification; valid driver license.
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1mo
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Associate Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
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2w
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VICE PRESIDENT, PHILANTHROPIC SERVICES
West Palm Beach, Florida, United States
OnsiteFull Time
Community Foundation for Palm Beach and Martin Counties
Community Foundation for Palm Beach and Martin Counties: Administers charitable grants and scholarships to support local communities.
10+ YOE10+ years in estate planning, wealth management, trust administration, or planned giving; experience structuring complex charitable gifts; bachelor\u0002s degree required; JD/CFP/CTFA/CAP/CFRE or equivalent preferred; proven advisor cultivation and team leadership.
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1mo
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Senior Wealth Advisor, Palm Beach, FL
Palm Beach, Florida, United States
$140k-$233k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
9+ YOEDrive revenue through new client acquisition and retention; develop comprehensive wealth strategies; bachelor's degree (or equivalent experience), 9+ years sales experience in financial services (5+ years serving HNW/UHNW preferred); securities licensing, CFP/CTFA/CPA preferred; SAFE Act registration required.
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