Experienced Certified Financial Planner
- Employer
- Raymond James Financial Services ICD
- Location
- Orlando, Florida
- Salary
- $75,000-$135,000. 401k provided.
- Closing date
- Dec 28, 2022
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- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
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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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