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.