Retirement Consultant

Revision Wealth Management; Jacksonville (FL); On-site; USD 49,000 - 60,000; Full time

Job summary

Revision Wealth Management is seeking a Retirement Consultant in Jacksonville, in-office, to guide pre-retirees and retirees through the shift from wealth accumulation to income. Lead discovery conversations, develop retirement income plans, and build long-term households relationships.

You will coordinate with tax/estate partners, advise on FRS and military benefits, and participate in community events. Requires Series 65/66 with 7 and 3+ years in retirement/wealth planning.

Qualifications

• Active Series 65 or Series 66 with Series 7; registration required for client-facing advisory work.
• At least 3 years of experience in retirement planning, financial planning, or wealth management.
• Working knowledge of retirement income planning, Social Security, Medicare, and tax-efficient distribution.
• Clear, warm communication that makes complex financial topics understandable.
• Clean regulatory and compliance record.

Responsibilities

• Conduct discovery meetings to understand each household's income needs, assets, timeline, and goals.
• Build and present retirement income plans.
• Support clients with employer plan decisions, including Florida Retirement System (FRS) pension and federal and military retirement benefits.
• Coordinate with tax and estate planning partners to fully integrate plans.
• Hold annual and life-event reviews and keep plans current as circumstances change.
• Represent the firm at community workshops and educational events in the Jacksonville market.

Skills

Series 65

Series 66 with Series 7

Retirement planning

Social Security knowledge

Medicare knowledge

Tax-efficient distribution

Client communication

Compliance

Job description

Location

Location: Jacksonville, Florida (in office)

Employment Type

Employment Type: Full-time

Compensation Range

Compensation Range: $49,250.00-$60,000.00 base plus opportunity for commission.

About Revision Wealth Management

Revision Wealth Management is an independent, fiduciary Registered Investment Adviser serving families across Florida from state-wide offices. Our planning addresses key areas of retirement planning. We believe everyone deserves a chance at a fair financial future.

The Role

The Retirement Consultant guides pre-retirees and retirees through the move from accumulating wealth to living on it. You will lead discovery conversations, help deliver exceptional service, and build long-term relationships with the households you serve.

What You Will Do

• Conduct discovery meetings to understand each household's income needs, assets, timeline, and goals.
• Build and present retirement income plans.
• Support clients with employer plan decisions, including Florida Retirement System (FRS) pension and federal and military retirement benefits.
• Coordinate with the firm's tax and estate planning partners so each client's plan is fully integrated.
• Hold annual and life-event reviews and keep plans current as circumstances change.
• Represent the firm at community workshops and educational events in the Jacksonville market.

What You Bring

• An active Series 65, or Series 66 with Series 7. Registration is a condition of client-facing advisory work.
• At least 3 years of experience in retirement planning, financial planning, or a client-facing wealth management role.
• A working knowledge of retirement income planning, Social Security, Medicare, and tax-efficient distribution.
• Clear, warm communication that makes complex financial topics understandable.
• A clean regulatory and compliance record.

Preferred

• Florida 2-15 Life, Health and Variable Annuity license.
• Experience with FRS, TSP, or military retirement benefits.

Why Join Us

• A true fiduciary culture with no sales quotas, production overrides, or product pushing.
• Firm-funded client acquisition and marketing.
• Proprietary planning frameworks and a structured client deliverable.
• Room to grow with a firm.

Revision Wealth Management® is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic.