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Cfp Jobs in Florida (NOW HIRING)

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

Certified Financial Planner (CFP) designation preferred. * Minimum of 2-4 years of experience in financial planning or wealth management. * Strong knowledge of financial markets, investment products ...

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

Certified Financial Planner (CFP) designation preferred. * Minimum of 2-4 years of experience in financial planning or wealth management. * Strong knowledge of financial markets, investment products ...

Vangard, Inc.

Senior Wealth Advisor

Miami, FL

Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior ...

Vangard, Inc.

Senior Wealth Advisor

Tampa, FL

Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior ...

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$45.6K

$76.2K

$105.4K

How much do cfp jobs pay per year?

As of Aug 23, 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 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 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 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.

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 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 financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.
More about Cfp jobs

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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For Cfp jobs in Florida, the most frequently searched job titles 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 100% Full Time. Highlights an 88% In-person, 3% Hybrid, and 9% Remote job distribution, with an average salary of $76,179 per year, or $36.6 per hour.

bookkeeper (Tenmast & Yardi)

SUNSHINE ENTERPRISE USA LLC

Tallahassee, FL • On-site

Full-time

Re-posted 9 days ago

Job description


HUD Public Housing, HCV & Grant Programs (Tenmast & Yardi Experienced)
Position Summary
The Bookkeeper provides comprehensive, HUD-compliant accounting and financial reporting services for the Tallahassee Housing Authority's Public Housing, Capital Fund, and Housing Choice Voucher (Section 8) programs. The position is responsible for maintaining accurate general ledgers, preparing monthly and annual financial statements, ensuring compliance with HUD regulations, and supporting audits, REAC submissions, and internal control reviews. The role utilizes Tenmast and Yardi accounting systems to ensure consistency, accuracy, and compliance across Agency programs.
Core Responsibilities
General Ledger & Monthly Accounting
  • Maintain complete and accurate general ledgers in compliancewith HUD accounting protocols using Tenmast and/or Yardi platforms.
  • Post journal entries timely and accurately, including accruals,reclasses, subsidies, grants, and miscellaneous cash transactions.
  • Prepare and reconcile monthly trial balances, balance sheets,income statements, and general ledger detail reports.
  • Perform monthly bank reconciliations, including interest, fees,cash accounts, and P-card activity.
  • Maintain HUD disbursement schedules and monitor HUD-held andPHA-held reserves.

HUD Program Accounting & Compliance
  • Record and reconcile financial transactions for Public Housing,Capital Fund Program (CFP), and Housing Choice Voucher (HCV) programsusing HUD-compliant accounting structures within Yardi and Tenmast.
  • Reconcile CFP grants, operating subsidy receipts, FSStransactions, TARS, prepaid insurance, PILOT accruals, and other HUD-relatedaccounts.
  • Calculate asset management fees and prepare required cashtransfers accurately and timely.
  • Prepare and submit required HUD financial tools and schedules,including VMS/VMA Review (2-Year Tool).

Financial Reporting & Analysis
  • Prepare monthly financial statements and supporting schedulesusing Tenmast and Yardi reporting modules.
  • Analyze budget-to-actual and month-to-month variances andprovide clear written explanations to management.
  • Maintain quarterly cash summaries and financial trackingschedules.
  • Provide custom financial reports from Yardi and Tenmast systemsas requested by Agency leadership or the Board.

Budgeting & Year-End Close
  • Assist with the preparation of annual operating budgets andbudget revisions in coordination with Agency management.
  • Support fiscal year-end closing processes, including closingrevenue and expense accounts across all programs.
  • Prepare year-end closing statements and documentation inadvance of HUD and regulatory deadlines.

REAC, FDS & Audit Support
  • Prepare and submit the unaudited Financial Data Schedule (FDS)to HUD REAC.
  • Generate and organize audit workbooks and backup documentationfrom Yardi and Tenmast systems.
  • Perform ongoing pre-audit reviews to mitigate potential auditfindings.
  • Coordinate directly with external auditors and assist Agencystaff in responding to HUD audits, reviews, and inquiries.

Internal Controls & Advisory Support
  • Review accounting processes within Yardi and Tenmastenvironments and recommend improvements to internal controls.
  • Advise the Executive Director and Board on financial impacts ofoperational or policy decisions.
  • Identify and promptly report any fiscal anomalies or complianceconcerns requiring management attention.

Training & Collaboration
  • Train Agency accounting staff on HUD accounting requirementsand best practices within Yardi and Tenmast software.
  • Provide procedural documentation and user guidance to supportconsistency and compliance.
  • Maintain professional communication and collaboration withAgency leadership, staff, and auditors.

Required Qualifications
  • Minimum 5 years of professional accounting or bookkeepingexperience, with at least 3 years supporting HUD-funded housingprograms.
  • Demonstrated experience with Public Housing, Capital Fund,and Housing Choice Voucher (Section 8) accounting.
  • Hands-on experience using Yardi accounting software,including general ledger, reporting, and reconciliation functions.
  • Working knowledge of Tenmast financial modules orcomparable HUD-compliant housing authority software.
  • Strong understanding of HUD regulations, REAC/FDS submissions,and federal grant accounting requirements.

Preferred Qualifications
  • Bachelor's degree in Accounting, Finance, or a closely relatedfield.
  • CPA, CMA, or other relevant professional certification.
  • Prior experience supporting housing authority executiveleadership and boards.

Performance Standards & Quality Assurance
  • Accurate, timely monthly and annual financial reporting using Yardiand Tenmast systems.
  • Consistent compliance with HUD reporting deadlines andregulatory requirements.
  • Proactive discrepancy resolution prior to audit review.
  • Professional, responsive service to Agency leadership andstakeholders.

Reporting Relationship
  • Reports directly to the Executive Director or designatedAgency representative.

Apply