Company Overview:
At Independent Financial Partners, we prioritize the advisor-client relationship and uphold the highest standards in offering personalized financial guidance. Our extensive network supports hundreds of financial advisors, benefiting from our innovative and advisor-centric approach.
Job Summary:
One of our Tampa based Wealth Management firms is seeking a seasoned Certified Financial Planner (CFP®) to join their dynamic team and work directly with that firm’s founder. This person will be a detail-oriented financial professional who is passionate about helping clients achieve their financial goals and preserving their confidence and trust in the organization.
Key Responsibilities:
- Work directly with a national client base of affluent and high-net-worth households to develop customized and sophisticated financial and estate plans
- Conduct comprehensive financial reviews and investment strategy sessions
- Collaborate with team members to deliver proactive and exceptional client service
- Stay updated on industry trends, regulations, and best practices
- Explore and integrate new technologies, including AI-enabled applications, to enhance both the clients’ experience and firm efficiency.
Requirements:
- Active Series 65 or 66 registration
- Proven experience in financial planning and wealth management
- Strong attention to detail and a commitment to accuracy
- Comfortable with direct client interaction and relationship building
- Insatiable curiosity about learning and integrating new software and AI-enabled applications
- Familiarity with eMoney Financial Planning software (preferred, but not required)
Benefits:
- Competitive salary and performance-based bonuses
- Comprehensive benefits package, including health, dental, and retirement plans
- A supportive and collaborative work environment
- Ongoing professional development opportunities
- The flexibility of a hybrid work schedule
