Financial Advisor & Insurance Sales - Jacksonville, Florida

WizeHire, Inc; United States; Remote; USD 55,000 - 100,000; Full time

Job summary

A financial solutions firm in Jacksonville is seeking a Financial Advisor to partner with clients in developing personalized financial strategies. The role offers commission-based compensation with a potential income of $55,000 - $100,000+ and includes a comprehensive benefits package. Candidates must hold a 215 License and possess strong interpersonal skills.

Benefits

Comprehensive benefits package

Ongoing development and mentorship

Qualifications

• Must Have 215 License.
• Series 7, 6, and SIE preferred.
• Wants to run your own career.
• Wants to have your own clients.

Responsibilities

• Partner with clients to develop personalized financial strategies.
• Offer guidance on investments, retirement, insurance, and wealth protection.
• Build lasting relationships and grow a client base.

Skills

Strong interpersonal skills

Customer service focus

Education

215 License

Series 7, 6, and SIE preferred

Job description

Overview

Coastal Wealth • Jacksonville, FL, US

Posted a month ago

Empower Lives. Build Your Future. Thrive in Jacksonville.

Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Jacksonville, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.

At Coastal Wealth, we don’t just offer jobs — we cultivate careers. Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success.

What Makes Us Different:

• Business-minded Freedom – Be in business for yourself, but never by yourself.
• Innovative Tools & Resources – Access cutting-edge tech and training to grow your practice.
• Custom Solutions – Offer a full suite of financial products tailored to individual client needs.
• Commission-Based Role – Upside earning potential based on your effort and success.
• Performance-Based Rewards – Your income reflects the value you bring.
• Comprehensive Benefits Package – Including medical, dental, life, disability, and retirement plans.
• Subsidized Benefits – For qualified Financial Services Representatives (contractual eligibility applies).
• Ongoing Development – Coaching, mentorship, and advancement opportunities.

Schedule:

• Full-Time | Monday–Friday

This is more than a job — it’s your chance to create a business and legacy you’re proud of. Join a firm that’s focused on helping you grow — personally, professionally, and financially.

Responsibilities

What You’ll Do:

• Partner with clients to develop personalized financial strategies and long-term plans
• Offer guidance on investments, retirement, insurance, and wealth protection
• Build lasting relationships and grow a client base through trust and results
• Must Have 215 License
• SIE preferred
• Willing to get Series 7, 66 within 6 months
• Must be in the Jacksonville, FL area
• Wants to run your own career
• Wants to have your own clients
• Strong interpersonal skills and customer service focus

Qualifications

• Must Have 215 License
• Series 7, 6, and SIE preferred
• Wants to run your own career
• Wants to have your own clients
• Strong interpersonal skills and customer service focus

Compensation

$55,000 - $100,000+

About Coastal Wealth

At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.

Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.

What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.