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:

• Active Series 65 or 66 registration
• Proven experience in financial planning and wealth management
• Strong attention to detail and a commitment to accuracy
• Comfortable with direct client interaction and relationship building
• Insatiable curiosity about learning and integrating new software and AI-enabled applications
• Familiarity with eMoney Financial Planning software (preferred, but not required)

Benefits:

• Competitive salary and performance-based bonuses
• Comprehensive benefits package, including health, dental, and retirement plans
• A supportive and collaborative work environment
• Ongoing professional development opportunities
• The flexibility of a hybrid work schedule