Independent Financial Partners (IFP) · 1 month ago
Certified Financial Planner (CFP®)
Tampa, FL
Full-time
Onsite
Mid Level
3+ years expIndependent Financial Partners (IFP) is a fast-growing wealth management firm located in Tampa, Florida, seeking a Certified Financial Planner™ (CFP®) to work directly with high-net-worth clients. The role involves building and managing advanced financial plans, leading investment conversations, and integrating new technology to enhance planning efficiency.
AdviceAsset ManagementConsultingFinancial Services
Responsibilities
Build and manage advanced financial, tax, and estate plans for HNW clients
Lead investment conversations and planning reviews
Cultivate deep, lasting client relationships
Collaborate as part of a small, elite team
Stay current on planning strategies and compliance
Explore and integrate new tech (including AI) to elevate planning efficiency + value
Qualification
Required
CFP® required
Series 65 or 66 required
3+ years' experience in financial planning or wealth management
Strong attention to detail and communication skills
Confident with complex planning conversations
Curious + forward-leaning with technology (bonus if you've used Jump AI, eMoney, etc.)
Benefits
Health, dental, and retirement plan
Professional development support
Company
Independent Financial Partners (IFP)
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Karen Hamm
Senior Vice President
Chris Hamm
President
Recent News
2025-12-12
The Business Journals
2024-04-26
Company data provided by crunchbase