Financial Advisor

Grayling Associates; Jacksonville (FL); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits package

Ongoing professional development

Performance-based incentives

Job summary

A financial services firm in Jacksonville is seeking a Financial Advisor to help clients with smart financial strategies. The candidate will build client relationships, assess financial goals, and provide ongoing advice. The role requires an active FINRA license and 2+ years of relevant experience. The firm offers a competitive salary and benefits in a collaborative environment.

Qualifications

• Active FINRA Series 65 or 66 licenses are required.
• 2+ years of experience as a Financial Advisor or similar role.
• Life and Health Insurance licenses preferred.

Responsibilities

• Build and manage long-term client relationships based on trust.
• Assess clients’ financial goals and develop customized strategies.
• Conduct regular portfolio reviews and provide ongoing advice.

Skills

Client-focused

Strong communication

Networking

Job description

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This range is provided by Grayling Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $125,000.00/yr

Direct message the job poster from Grayling Associates

We’re looking for a driven and client-focused Financial Advisor to join our Jacksonville team. You’ll help individuals and families build smart financial strategies that protect their wealth, grow their investments, and secure their futures. If you’re passionate about helping people make confident financial decisions and thrive in a performance-based environment, this is a great fit.

What You’ll Do

• Build and manage long-term client relationships based on trust and integrity.
• Assess clients’ financial goals and develop customized investment, insurance, and retirement strategies.
• Conduct regular portfolio reviews and provide ongoing advice to help clients stay on track.
• Stay current with market trends, investment products, and regulatory changes.
• Collaborate with internal teams to deliver a seamless client experience.
• Meet and exceed individual and team performance targets.

What We’re Looking For

• Active FINRA Series 65 or 66 licenses required.
• Life and Health Insurance licenses preferred.
• 2+ years of experience as a Financial Advisor, Investment Representative, or similar role.
• Strong communication and presentation skills with a client-first mindset.
• Proven ability to build a book of business through networking and referrals.

What We Offer

• Competitive base salary plus performance-based incentives.
• Comprehensive benefits package (medical, dental, vision, 401(k) with match).
• Ongoing professional development and licensing support.
• Collaborative team environment with strong local leadership.
• Opportunity to grow your practice within a respected, client-centered firm.

Our Jacksonville office is located in one of Florida’s fastest-growing financial hubs—close to downtown, beaches, and major business centers—offering a strong client base and excellent quality of life.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance