Moisand Fitzgerald Tamayo LLC is currently seeking an experienced financial advisor who is a CERTIFIED FINANCIAL PLANNER™ professional. The ideal candidate must have at least 5 years of experience in personal financial planning.
Responsibilities:
- Cater to the specialized needs of an exclusive niche of independent contractors, utilizing a tailored process.
- Conduct direct consultations with clients to collect essential information for tax planning and cash flow management.
- Support clients and collaborate with third-party bookkeepers to fulfill the annual obligations of S Corporation owners.
- Oversee the communication and execution of quarterly and annual financial and tax planning processes.
- Offer expert advice in areas such as taxation, cash flow management, insurance, retirement, and estate planning.
- Sustain client relationships across varying market conditions.
- Develop new client relationships via phone and Zoom.
- Foster connections with related professionals in the field.
Eligibility Requirements:
- Bachelor’s Degree or higher (preferably in Business, Accounting or Finance)
- CFP® professional with at least 5 years of experience advising clients
Skills and abilities that are important for success:
- Excellent verbal and written communication skills
- Analytic and creative, problem solver, investigator
- Detailed, thorough, and accurate
- Self-starter and quick learner
- Organized and strategic
- Able to maintain priorities while multi-tasking and working with multiple advisors
- Excellent interpersonal skills and a positive attitude
- Proficient with various office technologies
Cash Compensation (includingBase Salary, Team Award, and Individual Performance Award):
Benefits include:
- Health Insurance Subsidy
- Group short-term, long-term disability and life insurance
- Company 401(k) plan with 100% match on first 6%
- Individual performance and team awards
- Vacation, personal days, standard holidays
- Every third Friday off (average work week is 37.5 hours)
- Downtown parking fees
- Annual certification fees
- Financial Planning Association membership
- CFP® continuing education
Has your career hit a ceiling, or do you wish to break away from a traditional financial services firm to work solely as fiduciary in a growing and award-winning firm? We are seeking a CERTIFIED FINANCIAL PLANNER™ professional with 5+ years of experience who is passionate about working in a fiduciary capacity with high-net-worth clients and providing expert financial planning advice and wealth management services. We have an opportunity in our office located in Orlando, Florida. We are a fully independent, fee-only RIA serving about 800 client families and managing roughly $1.1 billion.
In this role, you will:
- Provide families and business owners with individualized advice on financial planning, tax planning, cash flow analysis, retirement planning, estate planning, insurance needs analysis, and charitable gifting strategies.
- Manage relationships with existing clients and begin to build new prospective client relationships from referrals and networking. (Candidates are welcome to bring clients with them but bringing clients is not a requirement for this position.)
Why Choose Us?
- Long-term opportunity for ownership and equity
- Recently reported in USA Today and Forbes as one of the nation’s top independent Registered Investment Advisor firms.
- Excellent culture with extremely low employee turnover. In 4 of the last 5 years, MFT has been ranked by Investment News' as one of the 75 Best Places to Work for Financial Advisors.
- Supported by a seasoned client service team and professional management
- Competitive compensation package including a base salary commensurate with skills and experience, excellent benefits, and performance-based annual bonuses based on the quality of work.
- We do not sell products, have no quotas, and do not compensate based on "production."
Job Type: Full-time
Pay: $63,238.00 - $72,227.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Financial planning services
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
Compensation package:
Weekly schedule:
Work setting:
Ability to Commute:
- Orlando, FL 32801 (Preferred)
Ability to Relocate:
- Orlando, FL 32801: Relocate before starting work (Required)
Work Location: In person