Financial Advisor

Heritage Financial Advisory; Florida; In loco; USD 60.000 - 100.000; Tempo pieno

Descrizione del lavoro

Heritage Financial Advisory Group in Jacksonville, FL seeks a full-time Financial Advisor to guide clients in retirement, investments and comprehensive financial planning. You will analyze client portfolios, prepare reports, and present clear recommendations, while supporting business development and compliance.

The role emphasizes building trusted client relationships through regular check-ins and transparent guidance in a local, on-site office environment.

Competenze

• Solid knowledge of Finance and Investments to analyze portfolios and recommend solutions.
• Experience providing objective, client-centered guidance and maintaining trusted relationships.
• CFP®, CFA®, ChFC® or similar credentials are beneficial but not required.
• Bachelor’s degree in Finance, Economics, Business, or related field preferred.
• Strong analytical, quantitative, and problem-solving skills with attention to detail.
• Excellent written and verbal communication; ability to explain complex concepts clearly.
• Demonstrated ethical judgment and commitment to regulatory compliance.

Mansioni

• Meet with clients to understand financial goals and analyze their current situation.
• Develop customized plans covering retirement, investments, and overall strategy.
• Conduct portfolio reviews and monitor market developments.
• Prepare financial reports and present recommendations clearly.
• Support business development through networking and following referrals.
• Maintain strong client relationships with regular check-ins and compliance with firm policies.

Conoscenze

Finance & Investments knowledge

Client-focused guidance

Analytical skills

Communication skills

Formazione

Bachelor’s degree in Finance or related field

Strumenti

Office productivity tools

Descrizione del lavoro

Company Description

Heritage Financial Advisory is a client-focused financial services firm dedicated to helping individuals and families build, manage, and preserve wealth. The firm provides personalized guidance across all stages of life, with an emphasis on long-term relationships and tailored strategies. Heritage Financial Advisory values integrity, transparency, and education, ensuring clients understand their options and feel confident in their decisions. Team members collaborate closely to deliver comprehensive advisory services that prioritize clients’ goals, risk tolerance, and financial wellbeing.

Role Description

This full-time Financial Advisor role is an on-site position based in Jacksonville, FL. The Financial Advisor will meet with clients to understand their financial goals, analyze their current financial situation, and develop customized plans covering retirement, investments, and overall financial strategy. Day-to-day responsibilities include conducting portfolio reviews, monitoring market developments, preparing financial reports, and presenting recommendations in clear, accessible language. The Financial Advisor will also support business development activities, such as networking, following up on referrals, and maintaining strong client relationships through regular check-ins. Collaboration with internal team members to ensure compliance with regulatory requirements and firm policies is an essential part of the role.

Qualifications

• Candidates should possess solid knowledge of Finance and Investments to analyze portfolios and recommend appropriate investment solutions.
• Candidates should possess experience in providing objective, client-centered guidance and maintain trusted relationships.
• Relevant certifications such as CFP®, CFA®, ChFC®, or similar credentials are highly beneficial (Not required).
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail.
• Excellent written and verbal communication skills, including the ability to explain complex concepts clearly.
• Demonstrated ethical judgment, professionalism, and commitment to regulatory compliance.
• Proficiency with standard office productivity tools.

Additional Information

• We are seeking a motivated, self-starting financial advisor looking for the right opportunity in an independent contractor role.