Financial Advisor Trainee

Florida Financial Advisors; Jacksonville (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

A financial planning firm in Jacksonville is looking for a Financial Advisor for a full-time on-site role. This position involves personalizing financial strategies, wealth management, and offering investment recommendations to clients. Key responsibilities include providing financial planning support, cultivating client relationships, and ensuring accuracy in financial plans. The ideal candidate should have a strong understanding of the investment business and excellent interpersonal skills. Compensation ranges from $50,000 to $80,000 annually.

Qualifications

• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Understanding of the investment business

Interpersonal skills

Job description

Florida Financial Advisors (FFA) is a full‑service financial planning and wealth management firm based in the Jacksonville Metro Area, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs. Our services include customized financial planning, wealth management, retirement planning, tax strategies, insurance and risk management, and estate and legacy planning.

Role Description

This is a full‑time on‑site role for a Financial Advisor at Florida Financial Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, wealth management, providing investment recommendations, and offering financial advisory services to clients. The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals and should be comfortable creating financial plans and cross‑checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Qualifications

• Strong understanding of the investment business.
• Excellent interpersonal skills.

Seniority level

• Internship

Employment type

• Full‑time

Job function

• Finance and Sales

Location: Fleming Island, FL – Salary: $50,000.00–$80,000.00.