Certified Financial Planner (FL)
Job Summary
Seeking a Certified Financial Planner (CFP), the remote Certified Financial Advisor will build and maintain client relationships, deliver financial advice, and manage complex portfolios while working from home in the Miami, Florida area.
Key responsibilities
- Establish, grow, and maintain long-term relationships with clients
- Partner with investors to help them plan for their financial goals
- Provide disciplined investment approaches and financial planning support
Required qualifications
- Certified Financial Planner designation required
- Series 7, 63, or 66 (or the ability to acquire within 3 months)
- Three to five years of advisory experience, depending on the position level
- Demonstrated experience managing a book of business with client satisfaction
- In-depth knowledge of financial planning and investment strategies
Complete Job Description
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