Hybrid Associate Financial Advisor: Client-Centric Planning

McM Capital Partners, LLC; Jacksonville (FL); Hybrid; USD 55,000 - 80,000; Full time

Job summary

MCM Capital Partners in Jacksonville, FL, seeks an Associate Financial Advisor to assist senior advisors in delivering comprehensive financial planning. You will gather client information, prepare plans, and support investment and retirement strategy recommendations.

Day-to-day duties include participating in client meetings, documenting action items, maintaining client records, and coordinating the implementation of financial solutions with internal and external resources.

Qualifications

• Strong financial planning and advisory skills to support client-centered strategies.
• Knowledge of finance and investments, including portfolio fundamentals.
• Experience with retirement planning and tax-aware strategies.
• Analytical, organized, and detail-oriented.
• Excellent interpersonal and communication skills.
• Bachelor’s degree in finance, business, economics, or related field; CFP/CFA progress beneficial.
• Comfort with financial planning software and CRM tools.
• Demonstrated integrity and ability to work independently or in a team.

Responsibilities

• Gather and analyze client information to inform financial plans.
• Prepare financial plans and support investment/retirement strategy recommendations.
• Participate in client meetings and document action items; maintain client records.
• Coordinate implementation of financial solutions with internal/external resources.
• Monitor client portfolios and prepare performance/review materials.
• Assist with risk management and insurance-related analysis; ensure high service levels.
• Adhere to regulatory/compliance requirements and pursue ongoing professional development.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Analytical Skills

Communication Skills

Team Collaboration

Education

Bachelor’s degree in finance, business, economics, or related field

Tools

CRM tools

Financial planning software

Job description

MCM Capital Partners in Jacksonville, FL, seeks an Associate Financial Advisor to assist senior advisors in delivering comprehensive financial planning. You will gather client information, prepare plans, and support investment and retirement strategy recommendations.

Day-to-day duties include participating in client meetings, documenting action items, maintaining client records, and coordinating the implementation of financial solutions with internal and external resources.