Top 7 Cfp Jobs in Pensacola, Fl

Wealth Advisor
Waverly Advisors, LLC —Pensacola, FL
- 5 years
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
9d
Retirement Plan Consultant - Panama City, FL
Corebridge —Pensacola, FL
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
Wealth Advisor III
Truist Bank —Pensacola, FL
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
Retirement Plan Consultant - Pensacola, FL
Corebridge —Pensacola, FL
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance

More jobs to discover

Find similar jobs that you might be interested in.

Inside Sales
Wind Turbine and Energy Cables —Milton, FL
Assist Accounts Receivable with outstanding invoices and invoicing questions. Monitor all projects and maintain a running progress report for management.
$45,000 - $55,000 a year
Quick Apply
Speech Language Pathologist - Okaloosa County Schools - CFs Welcome!
Talk of the Town Speech Therapy, LLC —Okaloosa County, FL
We are a family-owned pediatric therapy agency and are looking to fill contract positions with Okaloosa County and Santa Rosa County Schools. Our top priority…
Up to $90,000 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year

Show more jobs in cities nearby

I want to receive the latest job alert for cfp in pensacola, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

cfp jobs near pensacola, fl

Wealth Management Advisor jobs in Albuquerque, NM

Financial Advisor jobs in Denver, CO

Wealth Management Advisor jobs in Lewes, DE

Wealth Management Advisor jobs in Mill Valley, CA

Emergency Management Coordinator jobs in Texas

Financial Advisor jobs in Charleston, SC

Wealth Management Advisor jobs in Calabasas, CA

Wealth Management jobs in Denver, CO

Event Planning jobs in Columbus, OH

Planning Consultant jobs in Texas

Safety Consultant jobs in North Carolina

Planning Consultant jobs in Providence, RI

Planning Consultant jobs in California

Planning Consultant jobs in Orange, CA

Nurse Consultant jobs in North Carolina

Nurse Consultant jobs in Austin, TX

Planning Consultant jobs in Henderson, CO

Planning Consultant jobs in Sacramento, CA

Urban Planning jobs in Louisiana

Planning Consultant jobs in Atlanta, GA

Wealth Advisor

Waverly Advisors, LLC
Pensacola, FL

Quick Apply

Job Details

9 days ago

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Sabbatical

Qualifications

Business development management
Customer relationship building
Coaching
Business development
Bachelor's degree
Initial Contact (sales skills)
Prospecting
Business development within finance
Account management

Full Job Description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.

In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm's primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, provide sound financial planning advice and counsel, and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly's business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.

A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.

Wealth Advisor Responsibilities:

Drive business development initiatives by cultivating referral networks, generating new client relationships, and enhancing the visibility and reputation of Waverly Advisors within the community.

Builds a strong understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.

Develop and manage existing client relationships, including ongoing client contact and communications.

Implement financial plans for clients including coordination of estate, insurance and tax strategies.

Work with the firm's investment team to incorporate clients' investment strategies with their planning objectives.

Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.

Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly's CRM to input related tasks.

Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.

Adheres to Waverly policies to maintain compliance with SEC regulations.

Travel:

Periodic travel to client meetings or events, occasionally out-of-state.

Required Qualifications and Skills:

Minimum 5-8 years' experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.

A self-motivated, highly driven and entrepreneurial personality.

Proven ability to network with prospective clients and centers of influence.

Possess active listening and critical thinking skills.

Demonstrate a client-first attitude.

Act as a team player, with strong coaching and leadership skills.

Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.

Bachelor's Degree from an accredited college or university.

Series 65, CFP, or CFA required.

Physical Requirements:

Prolonged periods of sitting or standing at a desk and working on a computer.

Must be able to access and navigate each department at the organization's facilities.

Benefits:

Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.

401(k) retirement plan with match and profit sharing to help you invest in your future.

Twelve paid holidays each year.

An extra vacation day during your birthday week—so you can celebrate you!

Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.

Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.

Compensation commensurate with experience.

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

Quick Apply

Refine Your Search

cfp jobs in pensacola, fl

Wealth Advisor

Retirement Plan Consultant - Panama City, FL

Wealth Advisor III

Retirement Plan Consultant - Pensacola, FL

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for cfp in pensacola, fl

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected