Job Description
Join our elite team at Wealth Management Solutions Inc. as a Senior Financial Advisor in Jacksonville, FL. We're seeking a driven professional to build high-net-worth client portfolios while earning industry-leading compensation. Enjoy uncapped commission potential, comprehensive benefits, and continuous professional development in a collaborative, high-growth environment. Our firm specializes in retirement planning, investment strategies, and wealth preservation for affluent individuals and families.
Why Join Us?
- Industry-leading compensation structure with base salary + uncapped commissions
- Exclusive access to premium financial tools and resources
- Referral program with qualified leads provided
- Full suite of benefits including health insurance, 401(k) matching, and paid time off
- Supportive mentorship from top-performing advisors
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients (minimum $500k AUM)
- Build and maintain strong client relationships through regular portfolio reviews and strategic planning sessions
- Identify new business opportunities through networking, referrals, and targeted marketing strategies
- Stay current with market trends, tax laws, and investment products to provide optimal advice
- Collaborate with internal teams including estate planning attorneys and tax specialists
- Maintain compliance with FINRA regulations and firm policies
- Lead financial literacy workshops for existing clients and community outreach
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (MBA preferred)
- Minimum 5 years of experience in financial services with proven client acquisition success
- Active Series 7 and Series 66/65 licenses (FINRA registrations)
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation
- Strong track record of building and managing high-net-worth portfolios
- Exceptional communication skills with ability to articulate complex financial concepts
- Proven ability to develop and execute business development strategies
- Experience with CRM platforms (e.g., Salesforce, Redtail) and financial planning software