Financial Representative

Strategic Wealth Specialists; Jacksonville (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match and Roth options

Health and dental insurance

Tuition reimbursement

Job summary

Strategic Wealth Specialists is seeking a self-motivated Financial Representative to partner with individuals and businesses in Florida, helping protect assets and grow wealth. You will analyze client information, tailor financial plans, and deliver solutions with integrity and service.

This role emphasizes building a durable client base, ongoing guidance, and growth opportunities within a flexible, entrepreneurial environment.

Qualifications

• Must be a US citizen or permanent resident.
• A college degree or experience in the workforce.
• If you do not already have appropriate licensing, you must be willing to obtain it upon hire.
• Customer-focused with entrepreneurial mindset.

Responsibilities

• Work with clients to understand goals and build a tailored financial plan.
• Develop and maintain a client base with ongoing guidance.
• Keep financial plans aligned with clients' goals over the years.

Skills

Self-motivated

Entrepreneurial spirit

Strong work ethic

High integrity

Community impact

Client relationship skills

Education

Bachelor's degree or equivalent experience

Job description

Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Strategic Wealth Specialists is looking for individuals like you to join our team as a Financial Representative.

As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

We take an uncommon approach to financial services, focusing on long‑term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

You are…

• A self‑motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
• Desire to help others achieve their goals and dreams through cultivating long‑term relationships.
• Ambitious, entrepreneurial, and looking for career growth and development.

What you’ll be doing…

• Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.

What we provide…

• Development and training—locally, virtually and nationally—to support you as you build your practice with us.
• Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
• Mentorship and joint‑work opportunities.
• A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
• Must be a US citizen or permanent resident
• A college degree or experience in the workforce
• If you do not already have appropriate licensing, you must be willing to obtain it upon hire

Agency of The Guardian Life Insurance Company of America, New York, NY.

The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries