Wealth Planner, Advisor Track - CFP or progress towards req. #twiceasnice Recruiting - 4.4 Jacksonville, FL Job Details Full-time $70,000 - $115,000 a year 17 hours ago Benefits Relocation assistance Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Qualifications Financial planning software Microsoft Office Income tax planning Bachelor's degree Financial services Insurance for risk management Investment analysis Estate planning Retirement planning advisory services Full Job Description Wealth Planner / Certified Financial Planner (certification or progress towards completion)

Location:

Jacksonville, FL Salary:

$70,000 - $115,000 (depending on experience & certification) +

Benefits Benefits:

Health, Dental, Vision, 401(k) w/ match,

PTO, Professional Development Support Job Type:

Full-Time |

On-site Typical Hours:

Monday-Friday, 40-45 hours/week

Start Date:

ASAP Sponsorship is not available Relocation assistance available (up to $5,000 in moving expenses) Wealth Planner / Certified Financial Planner (certification or progress towards completion) Description Our client in the wealth management industry is looking for a Wealth Planner / Certified Financial Planner to add to their team in Jacksonville, FL. In this role, you will prepare financial plans, support planning strategies, join client meetings, and help advisors deliver recommendations across investments, retirement, estate, tax, and risk planning. You will not be expected to cold call or build your own book of business. Instead, you will work closely with the firm's owner, gain exposure to complex planning work, and build your expertise, credentials, and long-term credibility within an established firm. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset, thrives in a fast-paced environment, and takes pride in delivering accurate, thoughtful work. You'll have the autonomy to shape your path within a collaborative firm that values initiative, precision, and strategic thinking. Your ideas will be heard, your impact will be visible, and your compensation will align with the value and experience you bring. Wealth Planner / Certified Financial Planner (certification or progress towards completion) Responsibilities Prepare financial plans and planning summaries for advisor review Gather and organize client data for planning meetings Analyze client goals, cash flow, assets, liabilities, and risk needs Support planning across retirement, tax, estate, and insurance topics Join client meetings and document follow-up items Help advisors prepare and present planning recommendations Review financial documents for accuracy and completeness Coordinate with internal team members to support client needs Maintain accurate records in CRM and planning systems Support client retention through responsive, accurate follow-up Wealth Planner / Certified Financial Planner (certification or progress towards completion) Qualifications Bachelor's degree required CFP, CPA, CTFA or CPWA certification or active progress toward certification required Financial planning or wealth management experience required Exposure to portfolio analysis and preparing financial plans required Knowledge of investment management, tax strategy, and estate planning fundamentals required Strong interpersonal communication skills with confidence in leading client-facing relationships Familiarity with financial planning software & MS Office required About #twiceasnice Recruiting Across industries, roles, and North America, we help clients quickly attract top talent with custom-built searches. With the lowest fee in the industry, the longest guarantee, and commission-free senior recruiters - we align our interests with the long-term success of every placement. Need recruiting help? www.twonice.com

Pay:

$70,000.00 - $115,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Do you have a valid CFP, CPA, CTFA or CPWA certification or in active progress toward certification? Do you live within a commutable distance to Jacksonville, FL to work onsite, Monday-Friday? If not are you willing to relocate? The salary range is $70,000 - $115,000 (depending on experience & certification) + Benefits. What is your desired salary range?

Education:

Bachelor's (Required)

Experience:

financial planning or wealth management : 1 year (Required) portfolio analysis and preparing financial plans exposure/ : 1 year (Required) investments, insurance, tax, retirement, & estate planning : 1 year (Required) financial planning tools &

MS Office :

1 year (Required)

Work Location:

In person