Associate Financial Advisor

McM Capital Partners, LLC; Jacksonville (FL); Hybrid; USD 55,000 - 80,000; Full time

Job summary

MCM Capital Partners in Jacksonville, FL, seeks an Associate Financial Advisor to assist senior advisors in delivering comprehensive financial planning. You will gather client information, prepare plans, and support investment and retirement strategy recommendations.

Day-to-day duties include participating in client meetings, documenting action items, maintaining client records, and coordinating the implementation of financial solutions with internal and external resources.

Qualifications

• Strong financial planning and advisory skills to support client-centered strategies.
• Knowledge of finance and investments, including portfolio fundamentals.
• Experience with retirement planning and tax-aware strategies.
• Analytical, organized, and detail-oriented.
• Excellent interpersonal and communication skills.
• Bachelor’s degree in finance, business, economics, or related field; CFP/CFA progress beneficial.
• Comfort with financial planning software and CRM tools.
• Demonstrated integrity and ability to work independently or in a team.

Responsibilities

• Gather and analyze client information to inform financial plans.
• Prepare financial plans and support investment/retirement strategy recommendations.
• Participate in client meetings and document action items; maintain client records.
• Coordinate implementation of financial solutions with internal/external resources.
• Monitor client portfolios and prepare performance/review materials.
• Assist with risk management and insurance-related analysis; ensure high service levels.
• Adhere to regulatory/compliance requirements and pursue ongoing professional development.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Analytical Skills

Communication Skills

Team Collaboration

Education

Bachelor’s degree in finance, business, economics, or related field

Tools

CRM tools

Financial planning software

Job description

Company Description

MCM Capital Partners is a private wealth management and financial planning practice affiliated with Northwestern Mutual, serving individuals, families, and business owners. The firm delivers personalized strategies focused on clients’ financial goals, including wealth management, investment planning, retirement strategies, and risk management. Backed by Northwestern Mutual’s planning, investment, and risk management resources, MCM Capital Partners provides coordinated guidance across multiple areas of financial life. The team is committed to building lasting relationships and helping clients grow, protect, and preserve their wealth at every stage of life.

Role Description

The Associate Financial Advisor is a full-time, hybrid role based in Jacksonville, FL, with flexibility for some work-from-home arrangements. This role supports senior advisors in delivering comprehensive financial planning, including gathering and analyzing client information, preparing financial plans, and supporting investment and retirement strategy recommendations. Day-to-day responsibilities include participating in client meetings, documenting action items, maintaining client records and follow-up tasks, and coordinating implementation of financial solutions in partnership with internal and external resources. The Associate Financial Advisor will also monitor client portfolios, prepare performance and review materials, assist with risk management and insurance-related analysis, and ensure a high level of client service and responsiveness. Collaboration with the advisory team, adherence to regulatory and compliance requirements, and ongoing professional development are core aspects of this position.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills, with the ability to support comprehensive, client-centered strategies.
• Candidates should possess knowledge of Finance and Investments, including portfolio fundamentals and basic investment products.
• Candidates should possess expertise or interest in Retirement Planning, including understanding of retirement income strategies and tax-aware planning concepts.
• Candidates should possess strong analytical, organizational, and time-management skills, with attention to detail and accuracy.
• Candidates should possess excellent interpersonal and communication skills, including the ability to explain financial concepts clearly and build trust with clients.
• Bachelor’s degree in finance, business, economics, or a related field is preferred; progress toward or interest in professional designations (e.g., CFP®, CFA) is beneficial.
• Comfort with financial planning software, CRM tools, and standard office technology; ability to learn new systems quickly.
• Demonstrated integrity, sound judgment, and commitment to ethical standards, along with the ability to work both independently and as part of a team.