Job Description
Join our award-winning team as a Financial Advisor in sunny Jacksonville, FL! We're seeking a dynamic professional to deliver personalized financial planning with unmatched flexibility. Work remotely or in our modern downtown office while helping clients achieve their wealth goals. Enjoy competitive commissions, comprehensive training, and a collaborative culture that values work-life balance. If you're passionate about finance and crave autonomy, this is your opportunity to thrive!
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Build and maintain robust client relationships through proactive communication
- Analyze market trends and investment opportunities to optimize client portfolios
- Conduct comprehensive financial planning including retirement, tax, and estate solutions
- Meet/exceed sales targets while maintaining compliance with FINRA regulations
- Leverage CRM systems for client management and pipeline tracking
- Participate in ongoing professional development to enhance advisory expertise
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses required
- 3+ years of financial planning/advisory experience
- Proven track record in client acquisition and portfolio management
- Strong analytical skills with ability to explain complex concepts simply
- Exceptional communication and presentation abilities
- Self-motivated with demonstrated entrepreneurial mindset
- Familiarity with financial planning software (e.g., MoneyGuidePro)