Job Description
Join our dynamic team at Wealth Management Partners and transform your career with unprecedented flexibility! We're seeking a passionate Financial Advisor to deliver personalized wealth management solutions to clients in Jacksonville. Enjoy a hybrid work model with flexible scheduling while making a tangible impact on clients' financial futures. Our culture combines autonomy with exceptional support, including cutting-edge technology and ongoing mentorship.
Why Choose Us?
• Competitive commission structure uncapping your earning potential
• Flexible hours (8 AM-6 PM core availability)
• Hybrid work environment (3 office days/week)
• Comprehensive benefits package including health/dental/vision
• Professional development stipend
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Build and maintain client relationships through regular portfolio reviews and proactive communication
- Exceed sales targets by identifying cross-selling opportunities for investment products
- Stay current on market trends and regulatory changes affecting financial planning
- Collaborate with internal teams to deliver seamless client experiences
- Document all client interactions and transactions in compliance with FINRA regulations
- Participate in community outreach to expand client base
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years in financial services with proven track record in client acquisition
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Experience with CRM platforms (e.g., Salesforce, Wealthbox)
- Self-motivated with demonstrated ability to work independently
- Florida residency required for in-person client meetings