Certified Financial Planner (CFP) / Financial Planning Advisor

Job Description

Job Description

We’re partnering with a leading firm in their search for a CFP® professional to join an established wealth management team in Fort Lauderdale. This role will be supporting a senior advisor/team. This is a high-impact planning seat built for someone who wants to be the “engine” behind a scalable practice, owning the planning process, upgrading portfolio strategy, and uncovering opportunities to deepen relationships and grow revenue across an existing client base.

This team needs a true planning pro because the lead advisor’s growth is currently capped without dedicated CFP-level planning support. If you’re the type who can walk into a client meeting with confidence, translate complexity into clarity, and consistently find ways to deliver more value (and more wallet share), you’ll fit.

Financial Planning (Core)

• Lead and deliver comprehensive financial plans (retirement, cash flow, insurance, education, tax-aware planning coordination, estate planning coordination).
• Run discovery meetings, gather data, build plan deliverables, and present recommendations in a client-friendly way.
• Maintain ongoing planning relationships, turn plans into living, repeatable processes.

Portfolio & Allocation Analysis (Core)

• Review client portfolios for risk alignment, concentration issues, tax considerations, and allocation drift.
• Provide recommendations on rebalancing, model updates, and implementation ideas aligned to client goals and firm platform capabilities.
• Partner with the advisor/team to document rationale, plan updates, and investment changes.
• Build a book of business to continue growing with the team.

Revenue / Opportunity Mining (Value-Add)

• Analyze the existing book to identify opportunities for additional services and relationship expansion (planning engagements, managed solutions, insurance/annuity needs where appropriate, lending/cash management solutions, business owner planning, generational wealth conversations, etc.).
• Create a simple, repeatable “book development” cadence: segmentation, outreach themes, annual review schedule, and event-driven touchpoints.

Client-Facing + Team Growth

• Join the lead advisor in client meetings (including in-person meetings, dinners, networking events, seminars).
• Help elevate the client experience so the practice can scale without sacrificing service quality.

Must-Haves:

• CFP® certification (active) or very close to completion (if truly imminent).
• Proven experience building and delivering financial plans for real clients (not just back-office paperwork).
• Strong presentation skills: confident, polished, and able to lead client conversations.
• Comfortable being in-person with clients and representing the team at events.

Strong Preferences:

• Experience working within a broker-dealer / wirehouse / full-service wealth platform.
• Portfolio construction knowledge (risk profiling, allocation frameworks, manager/model selection familiarity).
• Ability to spot and communicate opportunities in a book of business without sounding salesy—value-first, consultative.

Licensing Note (Typical for this environment):

• FINRA/state licenses are often required in these roles (commonly Series 7/66 or equivalent). If you don’t currently hold them, being eligible and willing to obtain quickly is important.

Compensation & Perks:

• W-2 salaried position (competitive base).
• Bonus potential with a strong likelihood of participating in production-related upside as you help the team scale.
• Full benefits package typical of a large, established financial institution (health, retirement, paid time off, etc.).