It’s the Opportunity You’ve Been Waiting For—The One Meant for You.

You didn’t become a Certified Financial Planner (CFP®) just to sell products. You did it to make a real difference in people’s lives—to guide, advise, and help others secure the retirement they’ve dreamed of. You’re driven by purpose, not pressure. You love planning, not prospecting.

That job—the one you’ve been hoping would come along—is finally here.

At a highly respected, fiercely independent firm in Tampa, you’ll join a team that actually does what others just talk about: puts clients first. Here, there’s no quota. No cold calls. No sales commissions. Just your brain, your heart, and the trust of clients who already believe in you.

This is for you if:

You’re a CFP® with at least 3 years of financial planning experience.
You want to be paid well for planning, not selling.
You’re tired of the noise and want to focus on what really matters: clients.
You’re ready to grow—professionally, financially, and personally—in a collaborative, supportive environment.
You thrive in client-facing roles, building relationships that last decades.

In this role, you'll:

Be the go-to planner for high-trust clients who count on your insight.
Run retirement reviews, optimize income strategies, and tailor wealth plans.
Guide families through market shifts and life transitions with confidence and calm.
Collaborate—not compete—with a seasoned advisory team that has your back.
Enjoy full support: admin, ops, tools, and systems are already in place.

This role is NOT for you if:

You want to sell first and plan later.
You like the thrill of chasing leads and closing deals.
You’re not comfortable working in-office in Tampa, FL full-time.

But if you're a service-first planner, and you want to wake up excited to help people while doing the best work of your career—this role will feel like home.

You’ll get:

A competitive base salary and bonus structure built around retention, planning, and service—not sales.
An established, loyal client base ready for your guidance.
Zero sales pressure, full planning autonomy, and total independence from broker-dealer red tape.
A team that values you, supports you, and wants you to succeed long-term.

This is the kind of role most CFP®s dream about but rarely find. Don’t let this be the one that got away.

Apply now.

Walser Wealth Management

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