Junior Financial Consultant

Apis Financial Planning; Jacksonville (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Apis Financial Planning in Jacksonville, FL is seeking a motivated Junior Financial Consultant to support senior advisors in delivering tailored financial solutions, including planning, investment management, and client advisory services. This entry-level role emphasizes hands-on learning and professional growth.

You will assist with gathering financial information, preparing analyses, and contributing to the development of financial plans while building client relationships and expanding

Qualifications

• Excellent math skills and the ability to interpret complex data accurately.
• Strong customer relationship management skills and professional communication abilities.
• Prior experience in asset management or related fields is advantageous but not mandatory.

Responsibilities

• Support senior financial consultants in client meetings and gathering financial information.
• Assist with development of comprehensive financial plans, including estate planning, tax strategies, and retirement planning.
• Conduct research on securities law, investment options, and market trends to inform client recommendations.
• Prepare detailed financial analysis reports using financial software and analytical tools.
• Help manage client portfolios by monitoring asset allocation, cash management, and investment performance.
• Maintain accurate records of client interactions, transactions, and compliance documentation.
• Contribute to sales efforts by identifying opportunities for new services or products aligned with client needs.

Skills

Strong math skills

CRM skills

Attention to detail

Data interpretation

Tools

Financial software

Job description

We are seeking a motivated and detail-oriented Junior Financial Consultant to join our financial services team. This entry-level role offers an exciting opportunity to develop expertise in financial planning, investment management, and client advisory services. As a Junior Financial Consultant, you will assist senior advisors in delivering tailored financial solutions that help clients achieve their planning and wealth goals. This position is ideal for individuals passionate about finance, eager to learn, and ready to make a positive impact on clients’ financial futures.

Duties

• Support senior financial consultants in conducting client meetings and gathering financial information
• Assist with the development of comprehensive financial plans, including estate planning, tax strategies, and retirement planning
• Conduct research on securities law, investment options, and market trends to inform client recommendations
• Prepare detailed financial analysis reports using financial software and analytical tools
• Help manage client portfolios by monitoring asset allocation, cash management, and investment performance
• Maintain accurate records of client interactions, transactions, and compliance documentation
• Contribute to sales efforts by identifying opportunities for new services or products aligned with client needs

Qualifications

• Excellent math skills with the ability to interpret complex data accurately
• Strong customer relationship management skills and professional communication abilities
• Prior experience in asset management or related fields is advantageous but not mandatory

Join us to kickstart your career in finance! This role offers hands-on experience working alongside seasoned professionals dedicated to delivering exceptional financial solutions. We value proactive learners who thrive in fast-paced environments and are eager to grow their expertise across diverse areas such as corporate accounting, technical accounting, research, and sales within the financial services industry.