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Finance šŸ¢ Full Time ā­ļø Verified

Senior Financial Advisor

WealthForge Financial Partners
Jacksonville
Estimated Salary
USD 120.000 – USD 180.000
New
Live Update
30 September 2026
Deadline
30 Sep 2027

Job Description

Join Jacksonville's premier wealth management firm as a Senior Financial Advisor and transform your career trajectory. We're seeking an elite financial professional to build high-net-worth portfolios for discerning clients in Florida's growing economic hub. Enjoy uncapped earning potential, premium resources, and a culture that rewards excellence.

Why WealthForge? We combine cutting-edge technology with personalized service, offering our advisors a 70% commission split, comprehensive benefits package, and exclusive access to institutional investment platforms.

Responsibilities

  • Develop comprehensive financial plans for HNW clients ($500k+ AUM)
  • Execute multi-asset investment strategies including equities, alternatives, and real estate
  • Build and maintain executive-level client relationships in Jacksonville's business community
  • Drive new business acquisition through targeted networking and referrals
  • Comply with FINRA regulations and maintain Series 7/66 certifications
  • Leverage CRM platform for client lifecycle management
  • Collaborate with tax and legal partners for holistic wealth solutions

Qualifications

  • 5+ years financial advisory experience with HNW clientele
  • Active Series 7 & 66/65 licenses (FINRA registered)
  • CFPĀ® or CFA designation preferred
  • Proven track record of $5M+ AUM management
  • Exceptional communication and presentation skills
  • Strong local Jacksonville business network
  • Advanced proficiency in financial planning software (MoneyGuidePro, eMoney)
  • Bachelor's degree in Finance, Economics, or related field

Required Skills

Financial Planning Investment Management Client Acquisition Portfolio Strategy Wealth Management CFP Series 7 CRM Systems

Ready to Take This Challenge?

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