Are you a dedicated financial planner seeking a role where your expertise directly impacts clients' retirement success? Imagine a position focused entirely on relationship management and strategic planning—no sales pressure, no cold calls.
In this role, you'll:
- Serve as the primary advisor for existing clients, guiding them through comprehensive financial and retirement planning.
- Conduct regular reviews to ensure financial plans align with evolving goals.
- Collaborate with a supportive team to deliver exceptional service.
We're looking for someone who:
- Holds a CFP® designation.
- Has 3+ years in financial planning, especially in retirement strategies.
- Excels in building lasting client relationships.
Join a firm that values your expertise and offers a substantial base salary, comprehensive support, and a collaborative environment in our Tampa office. Don't miss this opportunity to focus on what you love—helping clients achieve their financial dreams. Apply now to take the next step in your career.
