Independent Financial Advisor – Onsite, Jacksonville

Heritage Financial Advisory Group; Florida; On-site; USD 60,000 - 100,000; Full time

Job summary

Heritage Financial Advisory Group in Jacksonville, FL seeks a full-time Financial Advisor to guide clients in retirement, investments and comprehensive financial planning. You will analyze client portfolios, prepare reports, and present clear recommendations, while supporting business development and compliance.

The role emphasizes building trusted client relationships through regular check-ins and transparent guidance in a local, on-site office environment.

Qualifications

• Solid knowledge of Finance and Investments to analyze portfolios and recommend solutions.
• Experience providing objective, client-centered guidance and maintaining trusted relationships.
• CFP®, CFA®, ChFC® or similar credentials are beneficial but not required.
• Bachelor’s degree in Finance, Economics, Business, or related field preferred.
• Strong analytical, quantitative, and problem-solving skills with attention to detail.
• Excellent written and verbal communication; ability to explain complex concepts clearly.
• Demonstrated ethical judgment and commitment to regulatory compliance.

Responsibilities

• Meet with clients to understand financial goals and analyze their current situation.
• Develop customized plans covering retirement, investments, and overall strategy.
• Conduct portfolio reviews and monitor market developments.
• Prepare financial reports and present recommendations clearly.
• Support business development through networking and following referrals.
• Maintain strong client relationships with regular check-ins and compliance with firm policies.

Skills

Finance & Investments knowledge

Client-focused guidance

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance or related field

Tools

Office productivity tools

Job description

Heritage Financial Advisory Group in Jacksonville, FL seeks a full-time Financial Advisor to guide clients in retirement, investments and comprehensive financial planning. You will analyze client portfolios, prepare reports, and present clear recommendations, while supporting business development and compliance.

The role emphasizes building trusted client relationships through regular check-ins and transparent guidance in a local, on-site office environment.