Job Description
Join WealthBridge Financial Partners and transform lives through personalized financial planning! We're seeking a passionate Financial Advisor in Jacksonville to deliver exceptional wealth management services with unmatched flexibility in scheduling. Our client-first culture empowers you to build lasting relationships while maintaining work-life balance. Enjoy competitive compensation, cutting-edge technology, and continuous professional development in a supportive environment.
Responsibilities
- Develop comprehensive financial plans aligned with client goals, risk tolerance, and market trends
- Acquire new clients through strategic networking and digital outreach initiatives
- Manage investment portfolios including stocks, bonds, retirement accounts, and insurance products
- Conduct regular portfolio reviews and adjust strategies based on life events and market shifts
- Maintain strict compliance with FINRA regulations and company fiduciary standards
- Leverage CRM software to track client interactions and pipeline management
- Collaborate with tax and legal professionals for holistic client solutions
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (CFPĀ®/MBA preferred)
- Series 7, 66 (or 63/65) and state insurance licenses required
- 3+ years experience in financial services or wealth management
- Proven track record in client acquisition and retention
- Exceptional communication skills with ability to simplify complex concepts
- Strong analytical mindset with proficiency in financial modeling tools
- Self-motivated with ability to thrive in flexible, autonomous environment
- Valid Florida state securities registration