Wealth Management Advisor - Jacksonville, FL

Advisor Talent Solutions; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance stipend

Dental & vision covered for employee

Sick time

401k with Safe Harbor

Paid time off

Maternity/Paternity leave

Personal retreat stipend

Job summary

J. Biance Financial seeks a Wealth Management Advisor in Jacksonville, FL to deliver personalized retirement plans and support clients’ goals. In-office role with a collaborative team, you’ll guide pre-retirees and retirees through financial decisions using multiple planning tools.

Requirements include 3+ years in financial advisory, Series 65/66 and 7, Florida Life & Health License, and proficiency with MS/Google Office. Base salary and benefits accompany this growth-focused position.

Qualifications

• 3+ years’ experience 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.
• Proficiency with Microsoft and Google Office Suite.

Responsibilities

• Provide holistic financial plans for retirement.
• Prepare goal-oriented financial plans tailored to clients’ needs.
• Engage with clients to guide them through retirement planning.
• Collaborate with local team to meet client needs.
• Respond to client inquiries and service requests as a team.
• Utilize software to tailor retirement plans and generate reports.

Skills

Financial advisory experience

Series 65/66 & 7

Strong communication

Office suite proficiency

Client relationship building

Education

Associate degree

Tools

Redtail CRM

Orion

Job description

Position:Wealth Management Advisor - Jacksonville, FL

Location: Jacksonville, FL

Remote Status: On-Site

Job Id:4049

# of Openings:1

Firm: J. Biance Financial

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