Wealth Management Advisor: Retirement Planning & Client Impact

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

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.