Financial Advisor

Revision Wealth Management, LLC; Florida; On-site; USD 49,000 - 60,000; Full time

Job summary

Revision Wealth Management, LLC is seeking a Financial Advisor in Jacksonville, FL to guide households through financial planning and wealth management. You will lead discovery conversations, present comprehensive plans, and build long-term client relationships in an in-office setting.

You will deliver retirement income planning, coordinate with tax/estate partners, and participate in client events. Required active Series 65/66 with Series 7 and 3+ years in related roles; CFP preferred and

Qualifications

• Active Series 65 or 66 with Series 7 is required.
• 3+ years of experience in financial planning, retirement planning or client-facing wealth management.
• Working knowledge of investment management, retirement income planning, Social Security, Medicare and tax-efficient distribution.

Responsibilities

• Conduct discovery and matching meetings to understand each household's income needs, assets, timeline and goals.
• Build and present comprehensive financial plans across income, investments, taxes, healthcare and insurance, and legacy.
• Deliver retirement income planning, including Florida Retirement System (FRS) pension and federal/military retirement decisions.
• Coordinate with tax and estate planning partners so plans are integrated.
• Hold annual and life-event reviews and update plans as circumstances change.
• Represent the firm at client events and educational workshops in the Jacksonville market.

Skills

Series 65/66 license

3+ years experience

Client-facing wealth mgmt

Clear communication

Regulatory compliance clean

Education

CFP designation in progress

Florida 2-15 Life, Health & Variable Annuity

Job description

Location: Jacksonville, Florida (in-office)

Employment Type: Full-time

Compensation Range: $49,250–$60,000 base, plus incentive compensation on advisory business you service

About Revision Wealth Management

Revision Wealth Management is an independent, RIA that families across Florida trust with their wealth. With offices state- wide, we are an established name in North Florida, and we hire professionals who want to be part of a winning team. We believe everyone deserves a chance at a fair financial future.

The Role

As a Financial Advisor on our team, you guide households through every stage of their financial lives, from building wealth to living on it. You lead discovery conversations, present comprehensive plans, and build long-term relationships with the families you serve.

What You Will Do

• Conduct discovery and Match Meetings to understand each household’s income needs, assets, timeline and goals.
• Build and present comprehensive financial plans across income, investments, taxes, healthcare and insurance, and legacy.
• Deliver retirement income planning, including Florida Retirement System (FRS) pension and federal and military retirement benefit decisions.
• Coordinate with the firm’s tax and estate planning partners so each client’s plan is fully integrated.
• Hold annual and life-event reviews and keep plans current as circumstances change.
• Represent the firm at client events and educational workshops in the Jacksonville market.

What You Bring

• An active Series 65, or Series 66 with Series 7. Registration is a condition of client-facing advisory work.
• At least 3 years of experience in financial planning, retirement planning or a client-facing wealth management role.
• Working knowledge of investment management, retirement income planning, Social Security, Medicare and tax-efficient distribution.
• Clear, warm communication that makes complex financial topics understandable.
• The humility to master a proven process, and the drive to grow within it.
• A clean regulatory and compliance record.

Preferred

• CFP® designation or progress toward it.
• Florida 2-15 Life, Health and Variable Annuity license.
• Experience with FRS, TSP or military retirement benefits.

Why Join Us

• A true fiduciary culture.
• Firm-funded client acquisition and marketing. You focus on advising, not prospecting costs.
• Proprietary planning frameworks and a structured client deliverable.
• A seat on an established, growing firm with room to advance.
• Competitive incentive compensation.

Revision Wealth Management® is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic.