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Experienced Certified Financial Planner

Raymond James Financial Services ICD
Orlando, Florida
$75,000-$135,000. Tech fees and errors and omissions is covered($900/month). 401k provided.
Closing date
Oct 28, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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Opportunity for a CFP to take over servicing a book of business, to continue to bring on new clients via the existing practice, and from new marketing efforts.  The existing clients value the CFP and are used to an annual Financial Planning review to monitor their progress toward their goals.  Practice growth goals will be monitored and expected.  Ideal candidate would love to interact and service existing clients. 

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