Join Our Team
For over 40 years, the CFP® professionals of Certified Financial Group, Inc. have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in Central Florida, and our team of 15 Certified Financial Planner™ professionals have more than 300 years of combined experience. We value professional collaboration and structured support while still having the ability to run our own practices. The only thing missing is you!
We are seeking experienced Certified Financial Planner™ professionals who are:
- interested in taking their career to the next level with assistance from a dedicated team,
- eager to provide financial solutions from a broad array of sources that work best for their clients, and
- ready to outsource the challenges of running their own business, without sacrificing freedom and flexibility.
Our unique business model allows you to work for yourself but ensures that you’ll never be by yourself!
Learn more about us in our culture video below!
CFG Culture Video
The Significance of Synergy & Succession
At CFG, each planner has a fully independent business but is still part of a collective that provides compliance oversight, marketing support and collaboration from the entire team. This is relatively unheard of in the competitive landscape of the financial advisory industry, yet it is a keystone to our firm’s success. Our weekly team meetings are an open forum for learning, brainstorming and advice sharing by fellow colleagues who want the best for you and your clients. Serving the best interests of all of our clients is what matters most to each of us.
Each CFP® participates in a succession plan agreement in the event of an unexpected occurrence or the retirement of a CFG planner colleague who does not have a predetermined succession plan. Having this plan ensures that our clients will continue to be served in the exceptional manner to which they are accustomed. The integrity of the firm and each individual planner is paramount to us. You may be looking for a succession plan for yourself and your clients or to be the succession plan solution for another CFP®. As part of our team, we can design a plan that meets your needs.
Dedicated Marketing Team
Our marketing team works for the planners at CFG to promote each planner individually while promoting the brand as a whole. For over twenty years, our planners have hosted Central Florida’s most-listened to financial call in program ‘On The Money.’ In addition, our financial advice podcasts, featured on Apple Podcasts, Google Podcasts, Spotify, iHeart Radio, and locally on WDBO, gives you a free promotion tool while helping listeners in our community. You’ll also be given creative opportunities to promote and feature yourself via our social media channels, radio show and more.
Perks & Benefits
Own Your Practice
Our business model allows every planner to build their practice and work with clients in the way that works best for them, all while being assured that they are adhering to the most recent compliance mandates. In this way our firm remains united as a whole but is unique to each planner.
Our dedicated compliance team is on top of changes and updates to regulations in our field. Planners can work more efficiently knowing the research is being done and they will be regularly updated of any new regulations without having to set aside time to research them.
Payroll & Support Staff
Our HR and payroll team handle the big ticket items as well as setting up assistance staff with new employee protocol and benefit set-up. Although you own your own business, these issues are taken care of by an experienced team in every area.
We host and participate in a number of events in our local community, the largest being our annual Springs Concert with the Orlando Philharmonic Orchestra. We invite our clients, family, and friends out for a night of live music, food, and drinks to thank them for their trust in and dedication to our team.
Giving back to the community that built us, and our favorite organizations is a gift we feel lucky to give. Some of the organizations we are involved in giving to are: Arthritis Foundation, American Diabetes Association, ALS Association, Arnold Palmer Invitational, Arnold Palmer Hospital For Children, Central Florida Veterans Memorial Park, CYL, Good News Jail & Prison Ministry, Habitat For Humanity, Jewish Family Services, Nathaniel’s Hope, Orange County Jail Ministry, OPO, Ronald McDonald House, Russel Home, STARS, Susan G. Komen Foundation, The Salvation Army, and Winnie Palmer Hospital.