Financial Advisor – Incentive Pay & Client Growth

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

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