Opportunities

Job Posting Title

job description

We look forward to receiving your resume and a cover letter at [email protected].

Position: Financial Planning Lead or Associate

Join a firm where financial planning is joyful, meaningful, and people-centered.

Life Planning Partners, Inc. is a nationally recognized, boutique fee-only financial planning firm based in beautiful Jacksonville, Florida. We are seeking a lead planner or a strong associate planner ready to grow into a lead planner role.

This isn’t just another advisory job. If you’re a values-driven CFP® professional looking for purpose, belonging, and a firm that truly walks the walk on work/life balance—this might be the opportunity you’ve been waiting for.

Why You’ll Love Working Here

At Life Planning Partners, we believe everyone deserves a great life—our clients and our team.


We’re committed to:

  • Comprehensive, client-first planning – our clients come to us to be the quarterback of everything financial in their life
  • Respectful, collaborative relationships — we only work with nice clients and coworkers; we have a “no mean people” policy
  • A joyful, low-drama culture where we laugh often and support each other
  • Flexibility and balance — hybrid schedule, generous vacation, casual vibe
  • Continual learning and mentoring- especially if you’re curious, don’t mind asking questions, and are willing to challenge traditional financial planning conventions

Who We’re Looking For

You might be a great fit if:

  • You’re a CFP® professional with direct client experience (mid/early career is great!)
  • You love financial planning and know it can change lives
  • You thrive in a team-based environment and value collaboration
  • You’re curious, thoughtful, and comfortable discussing challenging real-life topics with clients
  • You want to be the lead problem solver for clients, head client relationships, and manage/ delegate follow up tasks from client meetings
  • You enjoy writing, speaking, or using social media to educate (we’ll help you shine!)
  • You want clear paths to advancement, ownership, and leadership
  • You’re ready to live and work in Jacksonville, or open to relocating

What You’ll Do

  • Use eMoney to build financial projections, estate reviews, and insurance reviews. We’ll provide training
  • Provide yearly tax planning
  • Present your work in client meetings and support implementation
  • Participate in weekly team meetings and check-ins to stay aligned
  • Grow into managing relationships and solving complex planning problems
  • You won’t have to bring in new business. Clients love us so much that we have a waiting list

 Compensation & Benefits

  • Base salary starting at $100,000+ depending on experience
  • Transparent growth path and bonus structure
  • Long-term incentive stock plan and opportunities for ownership
  • 100% employer-paid health insurance
  • Four weeks vacation + one week of CE (with budget!)
  • Matching retirement plan after 2 years
  • Relocation support available
  • Super casual dress code when not meeting with clients

Ready to Apply?

We look forward to meeting you. Send your resume and a cover letter to

 [email protected]