Client Service Advisor (Wealth Management) - CFP

W3Global

Alaska

On-site

USD 95,000 - 180,000

Full time

8 hours ago

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Benefits offered by this job

401(k)

401(k) matching

Health insurance

Dental insurance

Vision insurance

Life insurance

HSA

PTO

Professional development coaching

Tuition reimbursement

Job summary

W3Global in the Jacksonville, FL area seeks an experienced Client Service Advisor / Wealth Advisor (CFP) to join our wealth management practice. This is a client-focused advisory role, not a sales position, offering mentorship and opportunities for leadership in comprehensive wealth planning.

The successful candidate will have at least 3 years' experience with investments and financial planning, CFP or ChFC preferred, Series 65/66, and strong client service skills.

Qualifications

CFP certification completed or near completion.
ChFC designation may be considered.
Series 65 or Series 66 required.
Bachelor's degree in Finance, Accounting, Business or related field.
3+ years of experience in financial services, investments, and/or financial planning.
Experience with investment solutions and comprehensive financial planning.
Experience with financial planning software and CRM systems.
Strong MS Office skills.
Salesforce experience preferred.
Background check and clean U4 required.

Responsibilities

Lead advisor for high-net-worth clients with exceptional service.
Provide scheduled portfolio reviews and comprehensive financial planning.
Respond to client questions and service requests promptly.
Develop and maintain long-term client relationships.
Maintain accurate client financial information and profiles.
Review financial statements, portfolios, goals, and data.
Prepare reports and analyses for client meetings.
Coordinate with tax, legal, and other professionals to implement wealth strategies.
Identify opportunities to expand wealth management services.
Support client retention and referral efforts.

Skills

CFP certification

ChFC designation

Strong communication

Relationship management

Education

Bachelor's degree in Finance/Business

Tools

MoneyGuidePro

CRM systems

Microsoft Office

Salesforce

Job description

Investment portfolios

Client Service Advisor - Wealth Management - CFP

Location: Greater Jacksonville Area

Job Type: Full-Time, On-Site

Schedule: Day Shift

Salary: DOE + Performance Bonuses & Benefits

About The Opportunity

We are seeking an experienced Client Service Advisor / Wealth Advisor to join a growing wealth management organization in Fleming Island, FL. This is a client-focused advisory role, not a sales position, offering an excellent opportunity for a CFP® or ChFC® professional to build a long-term career in comprehensive wealth management.

The ideal candidate will have at least 3 years of experience working with client investments and financial planning, along with a strong understanding of portfolio management, retirement planning, tax strategies, estate planning, and asset protection.

This position offers extensive mentorship, professional development, and opportunities for advancement into leadership and specialized wealth management roles.

Key Responsibilities

Serve as a lead advisor and provide exceptional service to high-net-worth clients.
Provide scheduled portfolio reviews and comprehensive financial planning advice.
Respond promptly and professionally to client questions and service requests.
Develop and maintain strong, long-term client relationships.
Collect, organize, and maintain accurate client financial information.
Review financial statements, investment portfolios, goals, and other relevant client data.
Maintain and update client profiles within financial planning and CRM platforms.
Prepare reports, analyses, and presentations for client meetings.
Conduct financial analysis across:

Investment portfolios
Retirement planning
Insurance
Tax planning
Estate and trust planning
Asset protection

Coordinate with internal support teams to ensure client requests and planning tasks are completed accurately and on time.
Oversee delegated tasks and ensure timely follow-through.
Identify appropriate opportunities for additional financial planning, tax, estate, and asset protection services.
Participate in client retention and referral initiatives.
Collaborate with tax, legal, and other professional teams to coordinate comprehensive wealth strategies.

Mentorship & Professional Development

This Position Provides Extensive Training And Mentorship From Experienced Wealth Management Professionals. The Successful Candidate Will Have Opportunities To Develop Expertise In

Advanced estate and trust planning
Customized portfolio management
Retirement and retirement-income planning
Proactive tax reduction strategies
Asset protection planning
Comprehensive financial planning
Coordinating complex client wealth strategies
Working with tax, legal, and other professional advisors

Career Growth

This is intended to be a long-term career opportunity with multiple advancement paths, including:

Lead Advisor
Wealth Management Leadership
Advanced Tax or Estate Planning
Business Development
Specialized Financial Planning
Senior Management / Executive Leadership

Professional education, coaching, and tuition reimbursement may also be available to support career advancement.

Performance Expectations

Deliver quarterly portfolio reviews and scheduled financial planning services on time.
Maintain consistent communication with clients through phone and email.
Accurately document client planning activities, follow-ups, and outstanding tasks.
Respond to client service requests promptly.
Ensure support teams complete delegated responsibilities accurately and on schedule.
Maintain accurate and complete client records.
Identify appropriate opportunities for additional wealth management services.
Build strong client relationships that contribute to retention and referrals.

Qualifications

CFP® certification completed or very close to completion.
ChFC® designation may also be considered.
Series 65 or Series 66 required.
Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred/required.
3+ years of experience in financial services, investments, and/or financial planning.
Experience working directly with investment and financial planning clients.
Strong knowledge of investment solutions and comprehensive financial planning strategies.
Experience with financial planning software and CRM systems.
Experience with MoneyGuidePro or similar financial planning software preferred.
Strong Microsoft Office skills.
Salesforce experience preferred.
Must be able to pass a background check and have a clean U4.
Excellent written and verbal communication skills.
Strong relationship-building and interpersonal skills.
Highly organized with excellent attention to detail.
Strong work ethic and ability to follow through on commitments.
Professional, energetic, and client-focused personality.
Passion for financial planning and helping clients achieve their financial goals.