Financial Representative

Strategic Wealth Specialists; Jacksonville (FL); On-site; USD 52,000 - 86,000; Full time

Benefits offered by this job

Tuition reimbursement

401(k) with Match

Health insurance

Dental insurance

Career development

Job summary

Strategic Wealth Specialists in Jacksonville, FL is seeking a motivated Financial Representative to build relationships with individuals and businesses, delivering financial products and services to protect assets and grow wealth. You’ll analyze client information to create tailored plans and mentor long-term client partnerships.

We offer development and training, marketing tools, mentorship, and a benefits package including health and dental insurance and a 401(k) with match.

Qualifications

• Self-motivated with dynamic personality, high integrity and passion for succeeding.
• Desire to help others achieve goals through long-term relationships.
• Ambitious and entrepreneurial with career growth and development focus.

Responsibilities

• Work with clients to understand goals and current financial information; analyze to create a plan with appropriate strategies, products and services.
• Develop and maintain a base of clients who value your input and guidance.
• Keep financial plans current and aligned with goals, building lasting client relationships.

Skills

Self-motivated

Relationship-building

Entrepreneurial mindset

Strong work ethic

Education

College degree or work 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