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#twiceasnice Recruiting · 2 months ago

Certified Financial Planner (CFP® or Chartered Financial Analyst designation required)

Jacksonville, Florida, United States

Full-time

Onsite

Mid Level

#twiceasnice Recruiting is representing a dynamic and growth-oriented wealth management firm seeking a strategic Certified Financial Planner. The role involves delivering sophisticated financial planning solutions to high-net-worth individuals and families, requiring both technical knowledge and an entrepreneurial mindset.

Career PlanningHuman ResourcesProfessional ServicesRecruiting

No H1B

Responsibilities

Conduct in-depth financial assessments for high-net-worth clients

Develop strategic financial plans aligned with client goals and values

Incorporate investment, estate, insurance, tax, and cash flow strategies

Execute trades and monitor client portfolios for optimization opportunities

Prepare for and participate in client meetings, reviews, and onboarding processes

Support client service activities

Partner with internal and external professionals (CPAs, attorneys, investment managers) as needed

Maintain accurate CRM documentation and task completion

Contribute to internal planning discussions, investment strategy reviews, and process improvements

Support special projects, system enhancements, general office needs and team collaboration

Qualification

Certified Financial Planner (CFP®)Chartered Financial Analyst (CFA)Financial planning tools/softwareInvestmentsInsuranceTax planningRetirement planningEstate planningMS Office