Job Description
Join Jacksonville Wealth Partners as a Part-Time Financial Advisor and transform your passion for finance into a rewarding career. We're seeking a dynamic individual to help clients build wealth through personalized financial strategies. Enjoy flexible scheduling while making a tangible impact on Jacksonville's financial landscape.
Our ideal candidate thrives in client-facing environments, possesses deep financial acumen, and shares our commitment to ethical wealth management. This hybrid role offers competitive compensation, comprehensive training, and the autonomy to grow your client portfolio.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and small businesses
- Conduct comprehensive portfolio reviews and investment strategy adjustments
- Build and maintain strong client relationships through regular consultations
- Stay current on market trends and regulatory changes affecting financial planning
- Collaborate with team members to optimize client outcomes
- Present complex financial concepts in clear, actionable terms
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial planning or wealth management
- Proven track record of client relationship building
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- CFP designation preferred but not required