Are you a dedicated financial planner seeking a role where your expertise directly impacts clients' retirement success? Imagine a position focused entirely on relationship management and strategic planning-no sales pressure, no cold calls.
In this role, you'll:
Serve as the primary advisor for existing clients, guiding them through comprehensive financial and retirement planning.?
Conduct regular reviews to ensure financial plans align with evolving goals.?
Collaborate with a supportive team to deliver exceptional service.?
We're looking for someone who:
Holds a CFP® designation.?
Has 3+ years in financial planning, especially in retirement strategies.
Excels in building lasting client relationships.?
Join a firm that values your expertise and offers a substantial base salary, comprehensive support, and a collaborative environment in our Tampa office.? Don't miss this opportunity to focus on what you love-helping clients achieve their financial dreams. Apply now to take the next step in your career.