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Job summary
A financial planning firm located in Jacksonville, FL is looking for an Entry Level Independent Financial Advisor to provide investment recommendations, analyze insurance needs, and develop retirement strategies. This is a full-time position with a competitive compensation structure and extensive training from industry leaders. Candidates should have strong analytical and communication skills and an Associate's or Bachelor’s degree in a related field.
Qualifications
Ability to obtain necessary licenses.
Must be a U.S. citizen or permanent resident.
Responsibilities
Provide investment recommendations to clients.
Analyze clients' insurance needs.
Develop retirement planning strategies.
Offer income tax-mitigation advice.
Skills
Analytical skills
Problem-solving skills
Communication skills
Interpersonal abilities
Education
Associate's or Bachelor’s degree in business
Job description
A financial planning firm located in Jacksonville, FL is looking for an Entry Level Independent Financial Advisor to provide investment recommendations, analyze insurance needs, and develop retirement strategies. This is a full-time position with a competitive compensation structure and extensive training from industry leaders. Candidates should have strong analytical and communication skills and an Associate's or Bachelor’s degree in a related field.