What are the responsibilities and job description for the Certified Financial Planner position at Magellan Financial?
You’re a Certified Financial Planner (CFP®) passionate about helping clients achieve their retirement dreams. You want to spend your days building comprehensive financial plans—not chasing leads or cold calling. Imagine joining a team that provides your appointments so you can focus entirely on what you do best: guiding clients toward secure, fulfilling retirements.
This isn’t just a job; it’s the chance to transform lives, including yours. With a competitive salary of $100–120K, bonus potential, and a hybrid schedule (in-office Tuesday–Thursday, optional on Mondays and Fridays), this Tampa-based position is designed for your success.
What you’ll do:
- Work exclusively with existing clients to enhance and manage their financial plans.
- Collaborate with a team that values client-first solutions and comprehensive planning.
- Apply your expertise across investments, life insurance, annuities, and more.
What you need:
- CFP® certification (required).
- Active 2-15 License and Series 65.
- A talent for simplifying complex financial concepts and building trust.
- Familiarity with tools like Riskalyze (Nitrogen), Orion, and MoneyGuide Elite (a plus).
Why now?
Your clients are waiting. This role gives you everything you need to thrive: a robust marketing machine that keeps your calendar full, a supportive team, and a company as invested in your success as you are in your clients’.
Apply today. Your future self—and your future clients—will thank you.
Job Type: Full-time
Pay: $100,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Compensation Package:
- Bonus opportunities
- Yearly bonus
Schedule:
- Monday to Friday
- No nights
- No weekends
License/Certification:
- Life Insurance License (Required)
- Series 65 (Required)
- CFP (Required)
Ability to Commute:
- Tampa, FL 33602 (Required)
Ability to Relocate:
- Tampa, FL 33602: Relocate before starting work (Required)
Work Location: Hybrid remote in Tampa, FL 33602
Salary : $100,000 - $120,000
