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 Senior CERTIFIED FINANCIAL PLANNER™ Professional with 3+ 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 main office located in Orlando, Florida. We are a fully independent, fee-only RIA serving about 700 client families and managing roughly $900 million.
In this role, you will:
Provide families and business owners with individualized advice on financial planning, strategic asset allocation, retirement planning, estate and tax planning, insurance needs analysis, and cash flow 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.)
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 yearly bonuses based on the quality of work done. We do not sell products, have no quotas, and do not compensate based on "production."
Our firm believes our people and culture are our most valuable assets, so the successful candidate will be a great fit for the role and our culture.
Additional Salary Information: Salary commensurate with experience
About Moisand Fitzgerald Tamayo, LLC
What we do...
Our mission is to be “A Sanctuary from the Noise®." The public is confronted by a 24/7 news cycle, a parade of financial gurus, an infinite amount of information and opinion on the internet, a deluge of tweets and social media posts, and thousands of people pitching their products and services. That’s a lot of noise!
We provide truly independent, objective, expert financial planning and wealth management to a select group of families, giving our clients financial confidence, security and peace of mind.
We are paid only by our clients directly to serve only our clients. We do not sell financial products. We are fee-only financial planners and investment advisors that work exclusively in a fiduciary capacity to clients. We simply do not have the conflicts of interest that plague most of the “advisers” offering help to the public.
Our Core Values...
It is easy to dismiss core values because in many cases they are just words on a page. Not here. We hire, evaluate, and reward our team based on them. We believe this practice is a major contributor to our receipt of many significant accolades including being named one of the top 75 firms in the country as a Best Pla...ce to Work for Financial Advisors by InvestmentNews three times, most recently in 2022. Our people and culture are our most valuable assets and we strive to live these core values every day.