Certified Financial Planner (CFP®)

Here is your elite-level, high-converting job post, written to engage, intrigue, and drive action from the top 5% of CFP® professionals seeking purpose, stability, and impact—crafted for the Tampa, FL role at Walser Wealth:

This Isn't Just Another CFP® Job. It's the Role You’ve Been Hoping Exists—But Rarely Find.

If you’ve spent your career as a financial planner doing incredible work only to get bogged down by sales quotas, commission pressure, or having to pitch products you don’t fully believe in... you’re not alone.

Maybe you’ve even asked yourself:

• “What if I could just focus on clients and planning, not prospecting?”
• “What if I were finally in a role that respected my skills and gave me time to do real planning—deep, meaningful, strategy-first work?”
• “Is there a firm out there that gets it?”

Yes. You just found it.

Here’s What You’ve Been Looking For (Even If You Haven’t Admitted It Out Loud Yet):

• A full-time, in-office opportunity in Tampa, FL where you are the go-to financial planning expert for an established, loyal, and engaged client base.
• No cold calling. No product pushing. No commission stress. Just planning, service, and real impact.
• A client-first culture built around fiduciary values—not quotas.
• A substantial base salary plus performance-based bonuses—your income grows with your service excellence, not with your ability to close.
• Complete operational and administrative support so you can actually do the work you love—and do it well.

What You’ll Do (And Love Doing):

• Be the relationship anchor for pre-retiree and retiree clients—guiding, advising, and planning with confidence.
• Lead comprehensive financial reviews, retirement income strategies, portfolio analysis, and plan updates—based on life changes, not sales triggers.
• Work on advanced planning topics like tax strategies, estate considerations, and annuity optimization (including fixed-indexed annuities).
• Partner with a collaborative team of professionals who want you to succeed—and help even more clients.

This Role is Built for a True Professional Like You If You’re…

• A CFP® with 3 years of real planning and client experience.
• Series 65 licensed (or equivalent) with Life & Health credentials (or willing to obtain).
• Sharp on strategy, solid on execution, and proactive in client service.
• Tired of being treated like a salesperson and ready to be seen—and valued—as a trusted planner.
• Deeply familiar with the retirement landscape, including investment allocation, FIAs, and distribution planning.
• Looking for a career-defining home where you can thrive—not just another job.

Why This Role Matters (And Why You’ll Love It)

Every family you help plan for retirement? Every client who finally feels secure? That’s your impact. You don’t just work here—you shape retirements, futures, and legacies. And the right firm behind you makes all the difference.

Location: Tampa, FL

Schedule: Full-time, in-office

Compensation: Strong base salary bonus (custom-fit to you)

Upside: No ceiling for growth. Zero pressure to sell. 100% focus on client success.

The Opportunity You’ve Earned is Finally Here.

If you’ve been waiting for a role that respects your skills, values your integrity, and supports your professional growth—this is it. But it’s not for everyone. Only planners who want to focus on clients over commissions, execution over ego, and service over sales will thrive here.

Apply Now!

Job Type: Full-time

Pay: $90,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Schedule:

• Monday to Friday
• No nights
• No weekends

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• CFP (Required)
• Series 65 (Required)
• Life & Health Insurance License (Required)

Ability to Commute:

• Tampa, FL 33602 (Required)

Work Location: In person

Salary : $90,000 - $130,000