Community Financial Advisor & Growth Builder

Strategic Wealth Specialists; Jacksonville (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match and Roth options

Health and dental insurance

Tuition reimbursement

Job summary

Strategic Wealth Specialists is seeking a self-motivated Financial Representative to partner with individuals and businesses in Florida, helping protect assets and grow wealth. You will analyze client information, tailor financial plans, and deliver solutions with integrity and service.

This role emphasizes building a durable client base, ongoing guidance, and growth opportunities within a flexible, entrepreneurial environment.

Qualifications

• Must be a US citizen or permanent resident.
• A college degree or experience in the workforce.
• If you do not already have appropriate licensing, you must be willing to obtain it upon hire.
• Customer-focused with entrepreneurial mindset.

Responsibilities

• Work with clients to understand goals and build a tailored financial plan.
• Develop and maintain a client base with ongoing guidance.
• Keep financial plans aligned with clients' goals over the years.

Skills

Self-motivated

Entrepreneurial spirit

Strong work ethic

High integrity

Community impact

Client relationship skills

Education

Bachelor's degree or equivalent experience

Job description

Strategic Wealth Specialists is seeking a self-motivated Financial Representative to partner with individuals and businesses in Florida, helping protect assets and grow wealth. You will analyze client information, tailor financial plans, and deliver solutions with integrity and service.

This role emphasizes building a durable client base, ongoing guidance, and growth opportunities within a flexible, entrepreneurial environment.