Financial Advisor in Orlando, Florida

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
    • Five years of experience in financial planning

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 (including Base Salary, Team Award, and Individual Performance Award):

    • $100,000 to 150,000

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 corporate culture with extremely low employee turnover. We have appeared in Investment News' list of the 75 Best Places to Work for Financial Advisors five times since 2019.
  • 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.

Applicants, please send resumé and cover letter to Sara Nash via email, [email protected]. No calls or drop-ins please.