Private Wealth Associate Advisor – CFP Track & Growth

#twiceasnice Recruiting; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid time off

Professional development support

Job summary

A dynamic wealth management firm in Jacksonville, FL, is seeking an Associate Financial Advisor to assist high-net-worth clients with strategic financial planning. The ideal candidate will have a Bachelor’s degree or be nearing completion, along with knowledge of investments, insurance, and tax planning. This full-time role offers a competitive salary between $60,000 and $90,000, along with comprehensive benefits. The position involves collaborating closely with a dedicated team and provides an excellent opportunity for professional development.

Qualifications

• Bachelor’s degree (or near completion) is required.
• Near completion of a financial-planning or advisor designation is required.
• Knowledge across investments, insurance, tax, retirement, and estate planning is required.
• Familiarity with financial-planning tools/software and MS Office is required.

Responsibilities

• Conduct in-depth financial assessments for high-net-worth clients.
• Develop strategic financial plans aligned with client goals.
• Integrate investment, estate, insurance, tax, and cash-flow strategies into plans.
• Execute trades and monitor client portfolios.
• Prepare for and participate in client meetings.
• Partner with internal and external professionals as needed.
• Maintain accurate CRM documentation.
• Contribute to internal planning discussions.
• Provide support for special projects.

Skills

Knowledge across investments

Insurance

Tax

Retirement planning

Estate planning

Financial-planning tools

MS Office

Education

Bachelor’s degree

Near completion of CFP, CFA, CRCP, AAMS

Job description

A dynamic wealth management firm in Jacksonville, FL, is seeking an Associate Financial Advisor to assist high-net-worth clients with strategic financial planning. The ideal candidate will have a Bachelor’s degree or be nearing completion, along with knowledge of investments, insurance, and tax planning. This full-time role offers a competitive salary between $60,000 and $90,000, along with comprehensive benefits. The position involves collaborating closely with a dedicated team and provides an excellent opportunity for professional development.