Financial Advisor

Florida Financial Advisors; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Florida Financial Advisors in Jacksonville, FL is seeking a full-time Financial Consultant to meet with clients, assess their goals, risk tolerance, and time horizons, and develop tailored financial plans and investment strategies.

You will monitor portfolios, adjust strategies as needed, and maintain proactive communication to help clients understand and feel confident in their decisions while staying current on market trends and regulatory changes.

Qualifications

• Bachelor’s degree or graduating senior.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated client-service orientation, integrity, and commitment to ethical standards.
• Ability to work independently in an on-site environment, manage multiple client engagements, and use financial planning and CRM software effectively.

Responsibilities

• Meet with clients to assess goals, risk tolerance, and horizons.
• Develop tailored financial plans and investment strategies.
• Monitor portfolios and adjust strategies as needed.
• Provide proactive, compliant financial guidance and ongoing client communication.

Skills

Interpersonal skills

Communication

Presentation skills

Client service

Education

Bachelor’s degree or graduating senior

Tools

CRM software

Financial planning software

Job description

Company Description

Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm focused on building long-term relationships through exceptional service and guidance. The team collaborates with individuals, families, and businesses to create customized strategies across financial planning, investments, retirement planning, tax strategies, insurance, and estate and legacy planning. FFA emphasizes a client-centered approach rooted in trust, transparency, and clear communication, aiming to simplify complex financial decisions and provide clarity. The firm is committed to understanding each client’s goals, values, and vision for the future, supporting them at every stage of their financial journey.

Role Description

This is a full-time, on-site Financial Consultant role based in Jacksonville, FL. The Financial Consultant will meet with clients to assess their financial goals, risk tolerance, and time horizons, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include analyzing financial information, recommending appropriate investment and insurance solutions, and providing retirement planning guidance. The role involves ongoing portfolio monitoring, adjusting strategies as needed, and maintaining consistent, proactive communication to ensure clients understand and feel confident in their financial decisions. The Financial Consultant will also stay current on market trends, financial products, and regulatory changes to deliver informed, compliant advice.

Qualifications

• Bachelor’s degree or graduating senior


• Excellent interpersonal, communication, and presentation skills, with the ability to explain complex concepts in a clear and accessible manner.


• Demonstrated client-service orientation, integrity, and commitment to ethical standards, with the ability to build trust and long-term relationships.


• Ability to work independently in an on-site environment, manage multiple client engagements, and use financial planning and CRM software effectively.