Certified Financial Planner

Company Overview:

Our client is a rapidly growing financial services firm dedicated to providing comprehensive wealth management solutions. With a strong foundation in trust services, financial planning, and the strategic acquisition of CPA firms, our client is creating a full-cycle wealth management organization. Their holistic approach integrates estate planning, investment advisory, tax strategy, and fiduciary services to deliver unparalleled value to high-net-worth individuals and families.

Position Overview:

We are seeking a highly experienced Certified Financial Planner (CFP) to join our team in Naples, FL. This role is ideal for a seasoned professional who thrives in a sophisticated financial planning environment, providing strategic guidance to clients while working closely with internal CPA, trust, and investment teams. The CFP will be instrumental in delivering tailored financial solutions, fostering client relationships, and contributing to the firm’s continued expansion.

This is an exceptional opportunity for a motivated CFP to build and grow their book of business with a strong foundation. The firm provides access to over 2,000 pre-qualified tax clients as warm leads, along with established systems and processes designed to drive success. This ensures an accelerated path to revenue generation and business development within a structured, high-support environment.

Key Responsibilities:

• Provide comprehensive financial planning services, including retirement, investment, estate, and tax planning, tailored to high-net-worth clients.
• Develop and implement wealth management strategies that align with clients' financial goals and long-term objectives.
• Collaborate with internal trust officers, CPAs, and investment advisors to create integrated financial solutions.
• Serve as a fiduciary, ensuring all recommendations and strategies are in the best interest of the client.
• Conduct in-depth client consultations to assess financial health and develop customized financial roadmaps.
• Stay up to date on industry trends, regulatory changes, and financial products to offer informed recommendations.
• Build and maintain strong client relationships through exceptional service, ongoing communication, and proactive financial guidance.
• Leverage the firm’s proprietary lead pipeline and support infrastructure to maximize business development opportunities.

Qualifications:

• CFP® Certification is required.
• 7 years of experience in financial planning, wealth management, or a similar advisory role.
• Strong expertise in estate planning, tax-efficient investment strategies, and risk management.
• Experience working within a trust company or multi-disciplinary financial firm is a plus.
• Deep understanding of investment products, tax strategies, and regulatory compliance.
• Exceptional interpersonal and communication skills, with a consultative and client-centric approach.
• Ability to work collaboratively with CPAs, attorneys, and investment professionals.
• A proven track record of managing high-net-worth client relationships and growing a book of business.
• Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degrees or designations (CFA, CPA, JD, etc.) are a plus.
• Compensation & Benefits:Competitive base salary with a structured bonus and commission plan tied to new client acquisitions and assets under management (AUM).
• Access to 2,000 high-quality tax clients as a built-in lead source.
• Comprehensive benefits package, including health, dental, vision, 401(k) match, and equity potential.
• Advanced marketing, operations, and technology support streamline client acquisition and management.
• Professional development and career growth opportunities within a rapidly expanding firm.
• Why Join Us?Be part of an innovative, fast-growing firm shaping the future of wealth management.
• Collaborate with top professionals across financial planning, trust, tax, and investment disciplines.
• Work within a systematized environment designed to accelerate business growth and revenue potential.
• A client-first culture focused on integrity, expertise, and exceptional service.

If you are a seasoned CFP® professional looking to elevate your career in a dynamic and strategic financial services environment, we invite you to apply.