Job Description
Join Jacksonville's premier wealth management firm as a Financial Advisor and transform your career. We're seeking driven professionals to build high-net-worth client portfolios while earning uncapped commissions and competitive benefits. Our boutique firm offers industry-leading training, cutting-edge technology platforms, and a collaborative culture focused on client success. Enjoy flexible work arrangements and comprehensive benefits including health insurance, 401(k) matching, and paid time off.
This role is perfect for ambitious advisors ready to elevate their earning potential in Florida's fastest-growing financial hub. We provide full licensing support and mentorship from industry veterans.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients covering investments, retirement, estate planning, and tax strategies
- Cultivate and expand client relationships through personalized consultations and proactive portfolio management
- Conduct market analysis and identify investment opportunities aligned with client risk profiles
- Maintain compliance with FINRA regulations and firm policies while documenting all client interactions
- Collaborate with internal teams to deliver integrated financial solutions including insurance and trust services
- Participate in community networking events to build brand presence and prospect client base
Qualifications
- FINRA Series 7 and 66/65 licenses (or ability to obtain within 90 days)
- Minimum 3 years of financial advisory experience with proven track record in wealth management
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- Strong demonstrated ability to build client relationships and manage $5M+ investment portfolios
- Exceptional communication skills with ability to explain complex financial concepts clearly
- Valid Florida Life & Health Insurance license
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)