What are the responsibilities and job description for the Certified Financial Planner (CFP) position at Independent Financial Partners (IFP)?
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 :
Benefits :