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.

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Certified Financial Planner