Entrepreneurial Financial Advisor | Build Your Practice

Strategic Wealth Specialists; Jacksonville (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with Match

Health insurance

Mentorship program

Career development opportunities

Job summary

Strategic Wealth Specialists is seeking a self-motivated Financial Advisor to serve individuals and businesses in the Jacksonville market. You will provide access to financial products, build wealth for the future, and protect assets while growing your practice with guidance and technology.

You will develop relationships, analyze client information, and craft plans with appropriate strategies. Opportunity to grow locally with mentoring and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent experience.
• US citizen or permanent resident.
• Willingness to obtain insurance licensing.

Responsibilities

• Meet with clients to understand goals and current financial information and create plans.
• Develop and maintain a growing client base.
• Keep financial plans current and aligned with client goals, building lasting relationships.

Skills

Relationship building

Communication

Entrepreneurial spirit

Financial planning knowledge

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Job description

Strategic Wealth Specialists is seeking a self-motivated Financial Advisor to serve individuals and businesses in the Jacksonville market. You will provide access to financial products, build wealth for the future, and protect assets while growing your practice with guidance and technology.

You will develop relationships, analyze client information, and craft plans with appropriate strategies. Opportunity to grow locally with mentoring and comprehensive benefits.