Job Description
Join our elite team of financial advisors at Wealth Management Group, where we empower high-net-worth clients to achieve their wealth goals. We're seeking a dynamic Senior Financial Advisor to build and manage a robust client portfolio in Jacksonville's thriving financial district. Enjoy uncapped commission potential, comprehensive benefits, and a culture that rewards excellence.
What We Offer:
- Competitive salary + performance-based bonuses
- Full benefits package including 401(k) match
- Continuing education stipend
- State-of-the-art tech resources
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios exceeding $5M AUM
- Build and maintain client relationships through strategic networking
- Stay current on market trends and regulatory changes
- Mentor junior advisors and contribute to team growth
- Collaborate with internal partners (tax, estate planning)
Qualifications
- 5+ years of financial advisory experience
- CFP or CFA certification required
- Proven track record managing HNW portfolios
- Strong communication and presentation skills
- Series 65 and state insurance licenses
- Bachelor's degree in Finance or related field
- Experience with CRM platforms (e.g., Salesforce)