Job Description
Join WealthBridge Financial Partners, a leading wealth management firm in Jacksonville, FL, and transform your career as a Financial Advisor with unprecedented flexibility. We empower advisors to set personalized schedules while maintaining premium client relationships. Our hybrid work model combines office collaboration with remote freedom, allowing you to serve clients from anywhere in Northeast Florida. Enjoy uncapped earning potential, comprehensive benefits, and continuous professional development in a supportive, growth-oriented environment.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Jacksonville and surrounding areas
- Manage investment portfolios with a focus on long-term wealth growth and risk mitigation
- Build and maintain client relationships through regular consultations and portfolio reviews
- Stay current with market trends, regulatory changes, and financial products
- Collaborate with cross-functional teams for comprehensive client solutions
- Meet/exceed sales targets while maintaining ethical compliance standards
Qualifications
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial advising experience with proven client acquisition success
- Bachelor's degree in Finance, Business, or related field
- Strong analytical skills and proficiency in financial planning software
- Exceptional communication skills with ability to explain complex concepts
- Self-motivated with ability to thrive in a flexible, autonomous environment
- Valid Florida state securities registration