Financial Planner & Wealth Advisor – Retirement & Risk

Principal Financial Network of North Florida

Jacksonville (FL)

On-site

USD 55,000 - 90,000

Full time

2 days ago

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Job summary

The Principal Financial Network of North Florida in Jacksonville, FL is seeking a Financial Services Professional to build client relationships and provide tailored financial guidance. You will meet with individuals and businesses to assess goals, develop retirement, risk management, and wealth strategies, prepare plans, present proposals, and stay compliant with regulations.

This full-time, on-site role emphasizes community networking and collaboration with home-office resources to deliver

Qualifications

Bachelor’s degree in finance, business, economics, or related field preferred.
Licensing for securities and insurance products as required by state/federal regulations (or willingness to obtain).
Demonstrated integrity, client-focused mindset, and ability to work independently and in a team.

Responsibilities

Meet with individual and business clients to assess financial goals and current situation.
Analyze and propose tailored retirement, risk management, and wealth accumulation strategies.
Prepare financial plans and proposals, review insurance and investment options, and follow up to adjust plans.
Build and maintain a client base through networking and community engagement.
Collaborate with team members and home-office resources to deliver high-quality client service.