Financial Advisor

NuVenture Financial Group; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with up to 6% matching

Health insurance

Paid time off

Job summary

NuVenture Financial Group in Jacksonville, FL is seeking a motivated Financial Advisor to join our team. You will support clients' financial planning needs, handle inquiries, and keep daily operations running smoothly.

You’ll conduct in-depth reviews, deliver investment recommendations, lead client meetings, and ensure compliance with SEC and state requirements. Strong organization, communication, and integrity are essential; CFP/CFA bonus points.

Qualifications

• Series 65 or equivalent required.
• FL-215 license Life, Health, and Annuities required or willing to obtain within 30 days.
• 2+ years of financial advisory experience preferred.
• Experience processing confidential, detailed paperwork.
• Excellent communication and presentation skills.
• Strong integrity and ethical conduct with client confidentiality.

Responsibilities

• Conduct in-depth reviews of client accounts and maintain detailed client files.
• Manage daily client communications to ensure timely and effective service.
• Perform financial analyses, develop financial plans, and provide customized investment recommendations.
• Perform portfolio risk assessments and offer investment advice based on research.
• Research the marketplace and inform clients about products and services.
• Monitor and resolve service issues to ensure a high-quality client experience.
• Document all client interactions in Wealthbox CRM.
• Lead client meetings from start to finish and guide portfolio changes.
• Ensure adherence to SEC and state licensing requirements.
• Attend seminars and workshops to educate current and prospective clients.

Skills

communication

organization

public speaking

client service

time management

Tools

Wealthbox CRM

Job description

At NuVenture Financial Group, located in Jacksonville, FL, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting our business and ensuring a seamless experience for our clients.

In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations.

What you’ll do:

• Conduct in-depth reviews of client accounts and maintain detailed client files
• Manage daily client communications to ensure timely and effective service
• Perform financial analyses, develop financial plans, and provide customized investment recommendations
• Perform portfolio risk assessments and offer investment advice based on comprehensive research
• Research the marketplace and provide clients with information on new and existing products and services
• Monitor and resolve service issues to ensure a high-quality client experience
• Accurately document all client interactions in the firm’s CRM system (Wealthbox)
• Lead client meetings from start to finish and guide clients through proposed portfolio changes
• Ensure adherence to SEC and state licensing requirements
• Attend seminars and workshops to educate current and prospective clients

What We’re Looking For:

• Series 65 or equivalent required
• FL-215 license Life, Health, and Annuities required or willing to obtain within 30 days
• 2+ years’ of financial advisory experience preferred
• Previous experience in processing confidential, detailed paperwork
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication; written, verbal and presentation skills
• Willingness to speak publicly and lead seminars and workshops
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• CFP or CFA license
• Proven track record in sales

What You’ll Get:

• 401(k) with up to 6% matching
• Health insurance
• Paid time off

Schedule:

• In office: Monday 8:30am-5:00pm, Tuesday-Thursday, 8:30am-6:00pm and Friday, 8:30am – 3:00pm
• Some evenings required for client events