Wealth Management Associate: Growth & Client Impact

twiceasnice Recruiting; Jacksonville (FL); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

401(k) with match

PTO

Professional Development Support

Job summary

twiceasnice Recruiting seeks a Wealth Management Associate in Jacksonville, FL to prepare financial plans, support planning strategies, and join client meetings with advisors. You will help deliver recommendations across investments, retirement, estate, tax, and risk planning, without needing to build a book of business.

Expect collaboration with a senior team and a fast-paced environment. The role emphasizes technical knowledge and initiative, with a path to deepen credentials and long-term

Qualifications

• Bachelor's degree required.
• Active Series 7 license plus Series 63/65 or Series 66 required.
• 3+ years of financial services or wealth management experience required.
• Knowledge across investments, insurance, tax, retirement, and estate planning required.
• Familiarity with financial planning tools/software & MS Office required.

Responsibilities

• Prepare financial plans and planning summaries for advisor review.
• Gather and organize client data for planning meetings.
• Analyze client goals, cash flow, assets, liabilities, and risk needs.
• Support planning across retirement, tax, estate, and insurance topics.
• Join client meetings and document follow-up items.
• Help advisors prepare and present planning recommendations.
• Review financial documents for accuracy and completeness.
• Coordinate with internal team members to support client needs.
• Maintain accurate records in CRM and planning systems.
• Support client retention through responsive, accurate follow-up.

Skills

Financial planning

Client data gathering

Documenting meetings

CRM systems

Education

Bachelor's degree

Tools

MS Office

Financial planning software

Job description

twiceasnice Recruiting seeks a Wealth Management Associate in Jacksonville, FL to prepare financial plans, support planning strategies, and join client meetings with advisors. You will help deliver recommendations across investments, retirement, estate, tax, and risk planning, without needing to build a book of business.

Expect collaboration with a senior team and a fast-paced environment. The role emphasizes technical knowledge and initiative, with a path to deepen credentials and long-term