Associate Financial Advisor, Private Wealth Management (CFP track / in progress)

#twiceasnice Recruiting; Jacksonville (FL); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid time off

Professional development support

Zusammenfassung

A dynamic wealth management firm in Jacksonville, FL, is seeking an Associate Financial Advisor to assist high-net-worth clients with strategic financial planning. The ideal candidate will have a Bachelor’s degree or be nearing completion, along with knowledge of investments, insurance, and tax planning. This full-time role offers a competitive salary between $60,000 and $90,000, along with comprehensive benefits. The position involves collaborating closely with a dedicated team and provides an excellent opportunity for professional development.

Qualifikationen

• Bachelor’s degree (or near completion) is required.
• Near completion of a financial-planning or advisor designation is required.
• Knowledge across investments, insurance, tax, retirement, and estate planning is required.
• Familiarity with financial-planning tools/software and MS Office is required.

Aufgaben

• Conduct in-depth financial assessments for high-net-worth clients.
• Develop strategic financial plans aligned with client goals.
• Integrate investment, estate, insurance, tax, and cash-flow strategies into plans.
• Execute trades and monitor client portfolios.
• Prepare for and participate in client meetings.
• Partner with internal and external professionals as needed.
• Maintain accurate CRM documentation.
• Contribute to internal planning discussions.
• Provide support for special projects.

Kenntnisse

Knowledge across investments

Insurance

Tax

Retirement planning

Estate planning

Financial-planning tools

MS Office

Ausbildung

Bachelor’s degree

Near completion of CFP, CFA, CRCP, AAMS

Jobbeschreibung

Associate Financial Advisor, Private Wealth Management (CFP Track / In Progress)

Our client, a dynamic and growth‑oriented wealth management firm, is looking for a strategic Financial Advisor to join their team in Jacksonville, FL. This is an opportunity for a driven professional to start their CFP career, seeking mentorship and advanced exposure to financial strategies. You’ll partner closely with the firm’s founder and client service team to deliver advanced financial planning solutions to high‑net‑worth individuals and families. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset, thrives in a fast‑paced, high‑performance environment, and takes pride in delivering excellence.

Responsibilities

• Conduct in‑depth financial assessments for high‑net‑worth clients
• Develop strategic financial plans aligned with client goals and values
• Integrate investment, estate, insurance, tax, and cash‑flow strategies into plans
• Execute trades and monitor client portfolios for optimization opportunities
• Prepare for and participate in client meetings, reviews, and onboarding processes
• Partner with internal and external professionals (CPAs, attorneys, investment managers) as needed
• Maintain accurate CRM documentation and complete tasks on schedule
• Contribute to internal planning discussions, investment strategy reviews, and process improvements
• Provide support for special projects, system enhancements, general office needs, and team collaboration

Qualifications

• Bachelor’s degree (or near completion) required
• Near completion of a financial‑planning or advisor designation (such as CFP, CFA, CRCP, AAMS, etc.) required
• Knowledge across investments, insurance, tax, retirement, and estate planning required
• Familiarity with financial‑planning tools/software and MS Office required

Salary & Benefits

Base Pay: $60,000 – $90,000 per year (negotiable based on experience)

Benefits: Health, Dental, Vision Insurance; 401(k) with match; paid time off; professional development support

Employment Details

Job Type: Full‑time, on‑site

Typical Hours: Monday–Friday, 40–45 hours per week

Travel: Optional domestic travel

Start Date: ASAP

Relocation Assistance: Negotiable

Sponsorship: Not available

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Finance