Job Description
Join WealthBridge Financial Partners, a premier wealth management firm in Jacksonville, FL, and elevate your career as a Senior Financial Advisor. We're seeking a driven professional to build high-net-worth client portfolios while enjoying industry-leading compensation and growth opportunities. Our collaborative environment combines cutting-edge fintech with personalized service, empowering advisors to deliver exceptional financial strategies.
As a key member of our Jacksonville team, you'll benefit from comprehensive training, dedicated marketing support, and a robust referral network. We offer a competitive benefits package including health insurance, 401(k) matching, and performance-based bonuses.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients in Jacksonville and surrounding areas
- Build and maintain client relationships through personalized wealth management strategies
- Analyze market trends to optimize investment portfolios and retirement planning solutions
- Collaborate with legal and tax professionals to deliver holistic financial advice
- Drive business development through networking and client referrals
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize CRM systems to track client interactions and pipeline management
Qualifications
- 5+ years of experience in financial services with proven track record in client acquisition
- FINRA Series 7 and 66 licenses (or equivalent securities registration)
- CFPĀ® or CFA designation preferred
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- Proven ability to build and maintain high-net-worth client relationships
- Bachelor's degree in Finance, Business, or related field
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)