Retirement & Wealth Planning Advisor

J. Biance Financial; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance stipend

Dental and vision coverage for the员工 (

Sick time

Job summary

J. Biance Financial, based in Jacksonville, FL, seeks a Wealth Management Advisor to deliver personalized financial plans and retirement guidance for new and existing clients.

You’ll engage one-on-one, build trust, and support clients through retirement planning with a values-driven approach. Ideal candidates have 3+ years in financial advisory, active Series 65/66 & 7, and a Florida Life/Health license, plus strong communication and organizational skills.

Qualifications

• 3+ years in a financial advisory role.
• Series 65 or Series 66 & 7 required.
• Florida Life and Health Insurance License required.
• Associates Degree preferred but not required.
• Demonstrates integrity and confidential handling of client information.

Responsibilities

• Provide holistic financial planning for retirement and goals.
• Prepare goal-oriented financial plans tailored to clients.
• Build relationships with pre-retirees and retirees.
• Collaborate with the local team to serve client needs.
• Respond to client queries about financial and retirement planning.
• Utilize software to tailor retirement plans and reports.

Skills

Client relationship building

Communication skills

Emotional intelligence

Organizational skills

Ethical conduct

Industry experience

Education

Associates Degree preferred

Tools

Microsoft Office

Google Workspace

Redtail CRM

Orion software

Job description

J. Biance Financial, based in Jacksonville, FL, seeks a Wealth Management Advisor to deliver personalized financial plans and retirement guidance for new and existing clients.

You’ll engage one-on-one, build trust, and support clients through retirement planning with a values-driven approach. Ideal candidates have 3+ years in financial advisory, active Series 65/66 & 7, and a Florida Life/Health license, plus strong communication and organizational skills.