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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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