Hiring: Associate Financial Planner Company: New Planner Recruiting, LLC Location: Jacksonville, FL Job Posted Time: 2026-09-16 17:40:39 Target Skills & Keywords : CFP, Financial Planning About the job Experience: •Bachelor’s degree required. At least 1 year of work experience. Passed CFP® Exam and series 65 license preferred. Have relentless drive with a strong work ethic, problem solver, and goal-oriented team player. Able to perform multiple tasks efficiently. Working knowledge of eMoney and Redtail are a plus. •1 year of work experience. Passed CFP® Exam and series 65 license preferred. Have relentless drive with a strong work ethic, problem solver, and goal-oriented team player. Able to perform multiple tasks efficiently. Working knowledge of eMoney and Redtail are a plus. •At least 1 year of work experience. Passed CFP® Exam and series 65 license preferred. Have relentless drive with a strong work ethic, problem solver, and goal-oriented team player. Able to perform multiple tasks efficiently. Working knowledge of eMoney and Redtail are a plus. Required Skills: •WHAT YOU WILL GET TO DO •Helping prepare comprehensive financial plans and monitoring those plans, data gathering and research, and behind the scenes planning. •Also conduct additional research and analysis for firm initiatives. •Start out as supporting and learning from the more senior professionals on the advisory team and work up to preparing and presenting plans on your own. •Be given clients to manage as you progress and learn our way of serving clients. Compensation: •$85,000 - $401,000 / year •Starting salary range of $85k plus bonus, commensurate with experience Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!