Financial Advisor

Boutique Recruiting; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage starting on day one

401k plan with a 4% match after 90 days

Three weeks of paid time off

Paid time off during the week of Christmas upon meeting performance metrics

Comprehensive support for professional development

Job summary

A leading financial services firm in Jacksonville is looking for an experienced Financial Advisor to join their dynamic team. The role emphasizes building client relationships without cold outreach, supported by a robust marketing strategy and administrative staff. Ideal candidates will have 2-3 years of experience, possess a Series 65 license, and a background in athletics or military service is preferred. Benefits include medical coverage from day one, a 401k with matching, and generous paid time off including Christmas week if performance metrics are met.

Qualifications

• 2-3 years of experience as a financial advisor with closing experience.
• Background as a college athlete or in military service is preferred.
• Possession of a Series 65 license is mandatory.

Responsibilities

• Review financial plans developed by the planning team.
• Attend scheduled meetings with clients, typically 5-6 per week.
• Focus on client onboarding through a structured process.
• Collaborate with a processor for paperwork.
• Maintain a closing ratio of 30% on client meetings.

Skills

Strong closing skills

Ability to learn from a proven process

Relationship building

Coachable mindset

Education

Series 65 license

Insurance license (preferred)

Job description

Position Title: Financial Advisor

This role seeks a dedicated financial advisor to enhance a dynamic team known for its supportive culture and commitment to excellence. The ideal candidate will benefit from a structure that eliminates cold outreach, allowing them to focus on client engagement and relationship building. With a robust marketing strategy in place, the advisor will engage with pre‑scheduled appointments and receive comprehensive support from staff for administrative tasks. Success in this position requires strong closing skills and a willingness to learn from a proven process. Candidates with backgrounds in athletics or military service are particularly encouraged to apply, as they often embody the coachable spirit desired by the organization.

Financial Advisor Responsibilities

• Review financial plans developed by the planning team
• Attend scheduled meetings with clients, typically 5-6 per week
• Focus on client onboarding through a structured process involving 2-3 meetings
• Collaborate with a dedicated processor for paperwork
• Maintain a closing ratio of 30% on client meetings

Financial Advisor Requirements

• 2-3 years of experience as a financial advisor with closing experience
• Possession of a Series 65 license
• An insurance license is preferred
• Background as a college athlete or in military service is preferred

Benefits

• Medical, dental, and vision coverage starting on day one
• 401k plan with a 4% match after 90 days
• Three weeks of paid time off, inclusive of sick and vacation days
• Paid time off during the week of Christmas upon meeting performance metrics
• Comprehensive support for professional development and growth

If you are a Financial Advisor looking to take the next step in your career, apply now!