Wealth Management 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, is a faith-based financial firm dedicated to serving individuals with integrity, compassion, and values-driven guidance. Our mission is to transform lives through exceptional financial services while upholding faith-inspired principles in all that we do. We believe in using data-driven strategies to help our clients achieve long-term financial well-being.

We are seeking a driven Wealth Management Advisor to join our dynamic team. You’ll play a key role in delivering individualized financial plans to new clients and support existing clients achieve their financial and retirement goals. If you’re a critical thinker, strong communicator, personable, and enjoy working one-one-one with clients, you’ll thrive here!

What You’ll Do:

• Provide holistic financial planning for all aspects of retirement
• Prepare goal-oriented financial plans with accuracy and creativity, specific to clients' needs
• Engage with clients in a genuine and cheerful manner, building relationships with pre-retirees and retirees to guide them as they enter the season of retirement
• Play an integral role within the local team to serve client needs
• Respond to prospective customer queries about financial and retirement planning
• Respond to specific client service and support requests as a part of a team approach
• Utilize multiple software programs to tailor individual retirement plans and generate reports such as income plans, tax strategies, and investment planning approaches
• Ability to learn things quickly in a fast-paced environment and effectively manage regular changes in priorities

What We’re Looking For:

• 3+ years’ experience in a financial advisory role
• Series 65 or Series 66 & 7 required
• Associates Degree preferred but not required
• Florida Life and Health Insurance License required
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft and Google Office Suite
• A proven ability to build trust and develop lasting client relationships
• Exceptional listening and communication skills
• Confidence leading conversations that help clients make important financial decisions
• Motivated by helping people while achieving meaningful sales results
• Professional presence with a high degree of emotional intelligence
• Highly organized, self-driven, coachable, and collaborative
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Redtail CRM experience
• Orion software experience

What You’ll Get:

• $70k - $100k/year base salary + bonus opportunities paid out quarterly
• Health insurance stipend paid out monthly
• Dental and vision insurance 100% covered for the employee (after 90 days)
• Sick time
• 401k with 3% Safe Harbor employer contribution
• PTO
• Maternity and paternity leave
• Receive a one-time stipend to use toward a personal retreat

Hours:

• In office: Monday-Friday, 8am-5pm
• Some evenings required for client events