Wealth Planner

📍 Tampa, Florida | In-Office

Fractional Family Office is a wealth advisory firm serving high-net-worth entrepreneurs and business owners. Our clients are building real wealth through their companies—and they need a team that understands both sides of their financial lives. We specialize in tax minimization, entity structuring, asset protection, estate coordination, and investment management, all delivered through disciplined processes and a team-first culture.

We’re looking for someone who thrives on execution and precision—someone who can take sophisticated planning strategies and see them through to completion.

• Own the implementation of financial strategies recommended by our advisory team
• Execute tax planning, entity formations, estate plans, and asset protection structures
• Coordinate directly with CPAs, attorneys, and bookkeepers to drive strategy execution
• Review financial documents, tax returns, entity structures, and business financials
• Prepare and manage technical documentation with a high standard of accuracy
• Lead complex projects from initiation through completion across multiple workflows
• Proactively identify bottlenecks and escalate complex issues when appropriate
• Maintain detailed implementation records and support long-term client retention

• Highly organized with exceptional attention to detail
• Comfortable managing multiple projects simultaneously
• Proactive, solutions-oriented, and quick to learn new concepts
• Clear communicator who builds credibility with clients and professionals
• Thrives in structured environments with high standards and accountability
• Collaborative team player with a positive, professional mindset

• Bachelor’s degree
• 3–5 years of experience in financial planning, wealth management, or client service
• Active Series 65 or Series 66, or CFP® designation (required)

Base salary: $100,000–$120,000 (based on experience)

Annual performance bonus, based on:

• Client satisfaction and retention
• Timely and accurate execution
• Collaboration with internal and external teams
• Ongoing professional development

Benefits:

• Medical, dental, and vision insurance
• Unlimited PTO
• Firm-supported certifications, CE, and training

This role offers a clear advancement track. High performers can grow into Senior Wealth Planner roles and, over time, transition into Financial Advisor positions with full client advisory responsibility.

• This is not a sales or business development role
• You will not be responsible for client acquisition, lead advisory strategy, or firm-wide operations/compliance
• This is a hands-on, in-person role in our Tampa office

Fractional Family Office is committed to merit-based hiring. All employment decisions are made based on qualifications, experience, and demonstrated capability.

If you’re passionate about execution, precision, and doing meaningful work for sophisticated clients—we’d love to hear from you.