Certified Financial Planner

Job overview

The Certified Financial Planner role is hybrid in Fort Lauderdale, FL, and the listing gives compensation of $4,000–$5,000 per month. Coastal Wealth seeks a financial planner to support its advisors in preparing comprehensive client plans. The planner analyzes client financial information and models scenarios to develop tailored recommendations. The role helps advisors present data-driven plans and maintain accurate documentation in line with compliance standards.

What you'll do

• Collaborate with advisors to prepare customized financial plans
• analyze investments, retirement accounts, insurance, tax strategies, and estate plans
• use financial planning software such as eMoney to model scenarios and develop recommendations
• stay current on industry trends, regulations, and best practices
• support client meetings with data-driven insights
• maintain client and planning documentation in accordance with compliance standards.

What we're looking for

Skills & competencies

full-time

hybrid

fort lauderdale fl

coastal wealth

certified financial planner

financial planning

cfp

emoney

client plans

investment analysis

$4,000–$5,000/month

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, vision, and retirement plans
• professional development and support for CFP completion
• performance-based bonuses.

Why this role

CFP designation or active pursuit of CFP certification; requires a bachelor’s degree and 2–4 years of financial planning experience; candidates must be located in Florida.

About the employer

Coastal Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.