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Cfp Jobs in Florida (NOW HIRING)

Crafted Staff

0161 - Investment Advisor

Palm Springs, FL · On-site

$130K/yr

CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public regulatory profile (BrokerCheck/IAPD) * No non-compete agreements with Schwab or Fidelity (or willing to ...

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL

$68K - $92K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

CFP Care Team

Medical Assistant

Casselberry, FL · On-site

$15 - $19.25/hr

Job Type Full-time Description We are seeking a detail-oriented and motivated Provider Rounder to join our healthcare team. The ideal candidate will assist healthcare providers by documenting patient ...

Professions Inc

Private Wealth Advisor

Sarasota, FL · On-site

CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

Professions Inc

Private Wealth Advisor

Naples, FL

CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

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See Florida salary details

$45.6K

$76.2K

$105.4K

How much do cfp jobs pay per year?

As of Aug 9, 2026, the average yearly pay for cfp in Florida is $76,179.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $85,600.00 per year, depending on experience, location, and employer.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. Strong communication skills and knowledge of financial tools are essential in these roles.

Is being a certified financial planner a good job?

A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What jobs can I get with a certified financial planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and typically requires strong communication skills and knowledge of financial tools and regulations.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.
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What are the most commonly searched types of Cfp jobs in Florida? The most popular types of Cfp jobs in Florida are:
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Cfp jobs near you
Infographic showing various Cfp job openings in Florida as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 96% In-person, and 4% Remote job distribution, with an average salary of $76,179 per year, or $36.6 per hour.

Financial Advisor (CFP)

Campbell & Company, Wealth Advisors, and Certified Public Accountants

Spring Hill, FL • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Financial Advisor (CFP®) – Series 65 & Florida 2-15 Licensed
Full-Time | Spring Hill, Florida.
Compensation: Competitive Salary + Variable Compensation Package.
Reports To: Principal of Practice.

About Campbell & Company:
For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first responders across Florida with integrity, professionalism, and a deep respect for the traditions of sound financial planning. Our firm blends tax, accounting, wealth management, and insurance under one roof to provide clients with a comprehensive, disciplined approach to planning for retirement and beyond.
Led by Jackie Campbell—CPA/PFS, CFP®—our mission is to empower every client to become the hero of their own financial story through clarity, confidence, and direction.

Required Licenses & Designations (Must Have All Three):
Candidates who do not currently hold all three credentials will not be considered.
  • CFP® (Certified Financial Planner).
  • Series 65 (or equivalent Investment Adviser Representative qualification).
  • Florida 2-15 Life, Health & Variable Annuities License.
This position requires an advisor fully licensed to provide both investment advisory and insurance-based planning services.

Why This Role Matters:
As a CFP® Financial Advisor at Campbell & Company, you will step into a respected, established practice supported by a multi-disciplinary team of CPAs, EAs, tax strategists, and insurance professionals. You will guide clients through their retirement planning, investment decisions, tax strategies, wealth preservation, and long-term financial goals.
You are not just managing accounts—you are helping people retire with confidence, stability, and peace of mind.

Core Values:
Every member of our team lives by these four guiding principles:
  • Get It Done: We follow through, anticipate needs, and see commitments through to completion.
  • Positive Energy: We bring optimism and professionalism to every interaction.
  • Coachable: We stay open, adaptable, and committed to continual improvement.
  • Does the Right Thing: Integrity guides every recommendation and action.

Position Overview:
The CFP® Financial Advisor will work closely with the Principal Financial Advisor to serve an existing book of business, manage client relationships, and deliver high-quality planning and advice. This role requires strong technical expertise, disciplined follow-through, and the ability to communicate complex financial concepts with clarity.
This is a relationship-driven role within a firm that values stability, tradition, and long-term client partnerships.

Primary Responsibilities:
Client Advisory & Planning:
  • Lead and participate in client review meetings.
  • Develop comprehensive financial plans—including retirement income, investment strategies, tax-focused planning, insurance, and estate considerations.
  • Present recommendations in an organized, client-friendly manner.
  • Identify planning opportunities and proactively address client needs.
Relationship Management:
  • Build and maintain lasting client relationships.
  • Provide timely responses, follow-up calls, and proactive outreach.
  • Serve as a trusted guide for retirees, first responders, business owners, and multi-generational families.
Investment Oversight:
  • Assist with portfolio analysis, risk assessments, and ongoing monitoring.
  • Apply fiduciary standards in all recommendations.
  • Support portfolio construction consistent with firm philosophy.
Internal Collaboration
  • Partner with tax, accounting, insurance, and technology advisory teams.
  • Coordinate case preparation and follow-up with the Principal Advisor.
  • Participate in internal meetings, case debriefs, and planning sessions.
Compliance & Documentation:
  • Maintain accurate CRM records (Redtail).
  • Ensure all documentation is complete, compliant, and audit-ready.
  • Uphold the highest level of fiduciary and ethical standards.

Qualifications:
Required:
  • CFP® designation.
  • FINRA Series 65 license.
  • Florida 2-15 Life, Health & Variable Annuities license.
  • 3–5 years of financial planning experience.
  • Strong communication, analytical, and interpersonal skills.
  • High degree of professionalism and discretion.
  • Proficiency with Microsoft Office; experience with Schwab, Redtail, or Orion a plus.
Preferred:
  • Experience working with CPAs or in a tax-integrated environment.
  • Knowledge of retirement distribution strategies.
  • Experience serving business owners or first responder families.

A Day in the Life:
  • Prepare for client meetings and review sessions.
  • Conduct case analysis and refine planning recommendations.
  • Meet with clients, answer questions, and guide decision-making.
  • Update CRM notes and action items.
  • Collaborate with tax and accounting divisions.
  • Participate in weekly advisor and planning meetings.

Benefits:
We offer a stable, traditional, family-oriented work environment and a full benefits package, including:
  • 401(k) plan.
  • Short-Term Disability.
  • Long-Term Disability.
  • 2x Life Insurance Coverage.
  • Paid time off & paid holidays.
  • Professional development & CE support.
  • Opportunities for long-term growth and advancement.