42 Results for

Financial Planner Jobs in Florida

Jobs

New!

Tampa, FL4 days ago

Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given. Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals.

New!

Miami, FL1 day ago

Deliver comprehensive, goals-based wealth plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and closely held entities within the U.S., including clients with complex domestic and cross-border considerations. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.

Riviera Beach, FL8 days ago

$200,000–$300,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

New!

Merritt Island, FL3 days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

New!

Spring Hill, Florida6 days ago

Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP® certification and CPA license, ensuring we always act in our client's best interests. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys.

Spring Hill, Florida30+ days ago

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. 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.

Orlando, Florida19 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Miami, FL26 days ago

Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.

Boca Raton, Florida30+ days ago

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

Fort Lauderdale, Florida19 days ago

Responsibilities: You will have the opportunity to assist with the development of airport master plans, statewide system plans, on-call aviation planning services, and support and collaborate with multiple project managers and team members in general planning tasks. This is a great opportunity for someone looking to not only manage project production and directly interface with our clients, but become a trusted advisor to our clients, mentor younger staff, and help grow our Aviation team.

Fort Lauderdale, Florida19 days ago

Tasks and projects may include multi-modal corridor concept development, bicycle and pedestrian analysis and improvement concept development, multi-modal transportation analyses and design, transit operations planning and design, and community outreach. We take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn’s placement on the Fortune “100 Best Companies to Work” list for 19 years!

Miramar, FL11 days ago

Remote

$65,000–$70,000 Per Year

Results and goal-oriented sales professional with excellent verbal and written communication skills sufficient to successfully communicate with customers through calls, texts, and other Carnival-approved communication channels. From world-class entertainment and dining to exploring stunning destinations, we create lasting memories for our guests while maintaining a dedication to the places we visit and the lives we touch.

Tampa, FL11 days ago

The Strategic Operations Planner will be responsible for coordinating planning efforts, developing strategy, and synchronizing operational execution with CCMD staff, components, external operational elements, and Interagency partners to accomplish multi-disciplinary operations to achieve and maintain strategic advantage. Principal Duties and Responsibilities: The Strategic Planner (Mid Level)will provide Action Officer level support to Strategic Information Operations at the CCMD level, participate in planning, prepare briefings, and facilitate approval of activities with senior DoW leadership.

Gainesville, FL20 days ago

$53,000–$60,000 Per Year

Job Description:The University of Florida College of Medicine is seeking a dynamic and detail-oriented Conference and Event Planner III to lead the planning and execution of Continuing Medical Education (CME) conferences and events. Home to the University of Florida, one of the nation's top public universities, Gainesville offers vibrant academic and healthcare communities alongside an affordable cost of living, no state income tax, and mild winters.

Kissimmee, FL7 days ago

The Merchandise Assistant Planner will support the Merchandise Planner to develop item/category assortment plans that will improve sales and profitable returns on inventory levels. Partner with Location Strategy & Allocation to confirm all in-stock items are accurately set up and selling in all intended locations.

Jupiter, FL12 days ago

This individual contributor role is responsible for providing assistance with event planning and reporting of Celebration of Life personalized services designed to create a meaningful remembrance that reflects the life and passions of the families’ loved ones. Effective communication skills and attention to detail is required to stay on schedule with daily tasks.

St. Petersburg, FL30+ days ago

REQUIRED QUALIFICATIONS: * Bachelor"s degree or equivalent experience * Strong Excel skills and analytical ability * Detail-oriented with strong organizational skills * Effective communication and teamwork PREFERRED QUALIFICATIONS: * Project planning or coordination experience * Utility or infrastructure experience * Exposure to Power BI or similar tools * Strong learning agility and initiative Key Responsibilities * Support project planning, scheduling, and milestone tracking * Analyze data and produce reports to support decision-making * Maintain project documentation and tracking tools * Partner with project teams to ensure alignment on timelines and deliverables * Identify process improvements and support ad hoc analysis DNJP23123 ?

Saint Augustine, FL25 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Tampa, FL27 days ago

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tampa Bay area to work plan sponsor relationships in the education market. #Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit.

Miami, Florida30+ days ago

$90,000–$500,000 Per Year

Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.

Miami, FL8 days ago

$75,000–$125,000 Per Year

This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.

Fort Lauderdale, FL8 days ago

$75,000–$125,000 Per Year

Tampa Bay Area, FL30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Miami, FL25 days ago

Full-time

If you thrive in a sales-driven, client-focused environment, want a clear path to grow into an advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. With warm leads provided, NO cold calling is required, allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.

Tampa, FL30+ days ago

Full-time

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.

Sarasota, FL30+ days ago

As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.

New!

Pensacola, FL2 days ago

Preference is given to candidates with professional certifications such as CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA. The role requires an established network of Centers of Influence (COIs) in Tampa, with proven experience in relationship cultivation and leveraging referral sources.

Tampa, FL8 days ago

$130,000–$130,000

This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa.

New!

Cape Coral, FL2 days ago

The Private Client Advisor role involves providing comprehensive financial planning and personalized investment solutions to individuals and families, supporting clients from initial savers to high-net-worth individuals. Responsibilities include building client relationships, offering advice based on market knowledge, demonstrating integrity, educating clients on digital tools, and fostering team success within a diverse culture.

Miami, FL21 days ago

Full-time

With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. This structure enables Wealth Advisors to meet with clients and prospects throughout the day (4 - 6 meetings) while the team maintains and delivers a premium client experience.

Miami, FL21 days ago

Full-time

If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients. The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships.

ST. CLOUD, Florida14 days ago

Student loan repayment, tuition reimbursement, FREE college education programs, retirement savings, paid paternity leave, fertility benefits, back up elder and childcare, pet insurance, PTO/Holidays, and more for full time and part time employees (ask the recruiter for more info about our benefits!). Employee-centric Orlando Health St. Cloud has been recognized as an outstanding employer in the healthcare industry on a national level, receiving Modern Healthcare’s Best Places to Work award 5 years in a row!

Orlando, Florida20 days ago

In conjunction with the Department Nursing Operations Manager and the Assistant Nursing Operations Manager (ANOM); the CANM provides guidance, fosters collaboration, and is responsible for the unit’s clinical operations including patient care assignments, customer experience, productivity, and quality outcomes in settings where an acute care patient receives active treatment for an injury, episode of illness, a medical condition, or post intervention with assessment. With a highly qualified team of nurses, support staff and physician specialists, our 285-bed facility provides combined expertise and advanced technology in numerous areas of specialty, including diagnostic imaging, cardiovascular care, orthopedic care, surgical services and emergency medicine.

New!

Miami, FL1 day ago

Work closely with onboarding team/recruiters to ensure all newly hired and returning team members are in possession of the required documentation to join their assigned vessels, such as travel documentation, visas, medicals, trainings, licenses etc. Closely collaborates with shipboard and shoreside leadership teams to ensure the vessel is always manned with the appropriate talent required to run the onboard Hotel, Deck and/or Engine operation.

St. Augustine, FL30+ days ago

Full-time

Develop and manage referral sources including: Hospitals, skilled nursing facilities, primary care providers, chamber of commerce, senior centers, financial advisors, elder law/estate planners, etc. You will work hand in hand with families during a delicate time, coordinate with health care professionals for appropriate discharge and create relationships with trusted community partners that will best serve our clients.

Palm Beach, FL15 days ago

This role focuses on building and maintaining strong relationships with referral sources, ensuring seamless communication, and promoting Unicity’s mission of delivering personalized, comprehensive care management solutions. Unicity Care Management is seeking a dedicated Clinical Liaison to serve as a bridge between healthcare providers, community resources, and our care management services.

Pensacola, FL8 days ago

$75,000–$100,000 Per Year

Aid Advisors in learning more about products including savings plans, life insurance, mutual funds, and other financial products. With a family-friendly culture and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.

Panama City, FL7 days ago

Full-time

THOR Solutions is actively seeking a mid-level Software and Engineering Requirements Manager to support Landing Craft Air Cushion (LCAC) Command, Control, Communications, Computers, Navigation & Electrical (C4N&E) activities at Naval Surface Warfare Center Panama City Division (NSWC PCD) in Panama City, FL. Founded in 2009, THOR Solutions, LLC (THOR) is a rapidly growing Center for Veteran’s Excellence (CVE) verified Service-Disabled Veteran-Owned Small Business (SDVOSB) providing mission critical support across the Department of Defense, Department of Homeland Security, federal civilian agencies and commercial maritime industry, worldwide.

New!

Orlando, FL5 days ago

$145,000–$175,000 Per Year

The Manager, Technical Project Management (Commerce & Enterprise Architecture) leads a team of Project Managers who deliver sophisticated technology initiatives that power how Guests plan, book, and purchase—spanning room, ticket, and package sales. Walt’s passion was to continuously envision new ways to move audiences around the world—a passion that remains our touchstone in an enterprise that stretches from theme parks, resorts and a cruise line to sports, news, movies and a variety of other businesses.

Winter Garden, Florida27 days ago

In conjunction with the Department Nursing Operations Manager and the Assistant Nursing Operations Manager (ANOM); the CANM provides guidance, fosters collaboration, and is responsible for the unit’s clinical operations including patient care assignments, customer experience, productivity, and quality outcomes in settings where an acute care patient receives active treatment for an injury, episode of illness, a medical condition, or post intervention with assessment. The Clinical Assistant Nurse Manager (CANM) isresponsible for leading the shift operations within the clinical setting to ensure delivery of high-quality care, exceptional customer experience, and optimal patient flow.

Miami, FL11 days ago

Remote

The Operations Projects Manager serves as a strategic right hand to executive and administrative leadership (e.g., CMO, COO, SVP), combining high-level executive support with project management and operational leadership. This role operates as a force multiplier—translating strategy into action, improving organizational efficiency, and enabling leadership to focus on growth, clinical excellence, and market expansion.

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Financial Planner Jobs in Florida

Personal Financial Planner NYL-Jian Guan

Director, HNW Wealth Planner Santander Holdings USA Inc

Charitable Planning Attorney - CT or FL Jobot

Financial Advisor - PNC Wealth Management PNC Financial Services Group

CFP - Certified Financial Planner Campbell & Company, Wealth Advisors, and Certified Public Accountants

Financial Advisor (CFP) Campbell & Company, Wealth Advisors, and Certified Public Accountants

Financial Advisor Northwestern Mutual

Financial Advisor Brady Financial

Senior Wealth Planner Rockefeller Capital Management

Aviation Planner Kimley-Horn

Transportation Planner Kimley-Horn

Personal Vacation Planner Agent (Remote) Carnival Global Brand

Strategic Planner (Mid Level) COLSA Corporation

Conference-Event Planner III - Continuing Medical Education - College of Medicine University of Florida

Merchandise Assistant Planner Visium Resources, Inc.

Event Planner SCI Shared Resources, LLC

Project Planner I ReNuke Services

Financial Advisor First Command Financial Services, Inc.

Voya Financial Advisor Tampa Voya Financial Advisors

RIA Financial Advisor The Misch Group

Financial Advisor - Miami, FL Coastal Wealth

Financial Advisor – Fort Lauderdale, FL Coastal Wealth

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Specialist (Phone Sales) ($70,000 - $90,000) Guerra Wealth Advisors

Investment Advisor Capital Investment Advisors

Private Wealth Advisor Professions Inc

Senior Wealth Advisor MRINetwork

Investment Advisor #0161 Crafted Staff

J.P. Morgan Wealth Management - Private Client Advisor - North Ft Myers Chase Bank

Wealth Advisor ($120,000 - $250,000) Guerra Wealth Advisors

Senior Wealth Advisor ($200,000 - $400,000) Guerra Wealth Advisors

Registered Nurse - PCU / Progressive Care Unit Orlando Health

Clinical Assistant Nurse Manager - Progressive Care Unit / PCU (Nights) Orlando Health

Coordinator, Crew Scheduling Carnival Global Brand

Senior Living Advisor - St. Augustine, FL SilverAssist

Clinical Liaison Unicity Care Management

Branch Leader - Advisor - Pensacaola Magnolia Wealth Strategies

Software and Engineering Requirements Manager (Navy/DoD) THOR Solutions, LLC

Mgr, Tech Project Management The Walt Disney Company

Clinical Assistant Nurse Mgr - Medical Care Unit - Night - Horizon West Orlando Health

Operations Project Manager (Administrative) MEDRINA - CORPORATE TEAM

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