Financial Planner
- Employer
- CovingtonAlsina
- Location
- Jacksonville, Florida
- Salary
- $85,000 to $125,000
- Closing date
- Aug 23, 2024
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- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
Do you have a passion for providing financial education and planning? Do you love your clients? Join our rapidly growing RIA firm, which focuses on comprehensive financial planning. No business development necessary - just plug into our systems and full support staff to provide clients with planning and investment management. We will provide training on the firm's financial planning process; eMoney and Redtail familiarity is an advantage.
The ideal candidate will have 3-5 years of experience in the financial services industry as an advisor or planner. Progress towards CFP(R) certification is preferred. A small, portable book of business is a plus but not required.
CovingtonAlsina is an Annapolis, MD based RIA expanding to a second location in Jacksonville, FL. All advisor positions are salaried with a bonus. We provide 401(k) with a 6% match, fully paid disability insurance, unlimited PTO, and access to group life, health, dental & vision insurance through the FPA. Conferences, training, certification costs, and other education expenses are fully paid by the firm.
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