Retirement Income Planner — In-Office (Jacksonville)

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

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.