Financial Planner (CFP)

Wealthview Capital is hiring a CERTIFIED FINANCIAL PLANNER professional to deliver comprehensive, fiduciary financial planning to our clients located throughout the continental U.S. This is a single, focused role — not a hybrid sales position. You will spend your time doing the work the CFP marks were built for: planning, advising, and building long-term client relationships at a boutique firm where your work is visible and your clients know your name.

About Wealthview Capital

Wealthview Capital, LLC is an independent, fee-only registered investment advisory firm with offices in Jackson, Mississippi and New Orleans, Louisiana. We provide financial planning, asset management, and consulting services to individuals, families, corporations, institutions, trusts, endowments, and foundations — approximately $350 million in client assets under management. As fiduciaries, we are bound by a simple commitment: always act in the client's best interest. We do not sell financial products; we are fee-only. Our team brings more than 50 years' combined experience and a culture of mutual trust, open communication, and personal service.

About the Role

You will become an integral part of an existing team of next generation advisors, participating in, and sometimes leading review meetings. Coordination with other team members is essential so that each client’s portfolio construction and management is guided by their plan, which you will oversee. You will be the planning voice in a small, collaborative firm – close to the clients, close to the decisions, and positioned to grow as the firm grows.

What You'll Do

• Develop, present, and maintain comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash-flow strategies, etc.

• Lead or support client meetings and serve as a primary point of contact for planning relationships

• Coordinate with portfolio management to align investment strategy with each client's plan

• Collaborate with clients' CPAs, attorneys, and other outside professionals to execute planning recommendations

• Help maintain planning software, client files, and documentation to firm and regulatory standards

• Contribute to firm content such as client education, seminars, and quarterly commentary

What We're Looking For

(Required)

• Active CFP certification in good standing with the CFP Board

• Direct, client-facing experience in the wealth management industry

• Bachelor's degree in finance, accounting, or a related field

• Strong interpersonal and written communication skills

• A demonstrated commitment to fiduciary principles and client-first service

(Preferred)

• Experience at a fee-only RIA or other fiduciary advisory firm

• Additional designations (CFA, CRPC, CIMA, AIF) or an MBA

• Proficiency with financial planning software and CRM platforms

• Ties to the Jackson metro area or central Mississippi

Benefits

• Medical, dental, and vision insurance

• 401(k) with company match and profit sharing

• Generous paid time off

• Professional development support, including continuing education

Apply through LinkedIn or send your resume to Sign in to view email.