💼 Certified Financial Planner (CFP®)

Company
Independent Financial Partners
Location
Tampa, FL
Date posted
2025-01-08
Job Type
None
Industry
Accounting / Finance
Description
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...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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