Job Description
Join our elite team at Wealth Management Solutions LLC and transform lives through strategic financial planning. We're seeking a passionate Financial Advisor to serve Jacksonville's growing community with fully flexible hours tailored to your lifestyle. Leverage our cutting-edge technology and proven systems while building lasting client relationships in Florida's vibrant financial hub.
Why Choose Us?
- Industry-leading training and mentorship
- Comprehensive benefits package (even for part-time)
- Remote-first hybrid work model
- Performance-based bonuses and equity opportunities
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Drive investment portfolio growth through market analysis
- Conduct educational workshops on retirement planning
- Build and maintain client referral networks
- Stay current on SEC/FINRA regulations
- Utilize CRM systems for client relationship management
- Collaborate with cross-functional teams for holistic solutions
Qualifications
- Series 7 and Series 66/63/65 licenses required
- 3+ years financial advisory experience
- Proven track record in client acquisition
- CFP or CFA designation preferred
- Exceptional communication and presentation skills
- Strong analytical and problem-solving abilities
- Florida state insurance license (life/health)
- Proficiency in financial planning software (e.g., MoneyGuidePro)