Wealth Planner / Associate Advisor (CFP/CPA Track)

#twiceasnice Recruiting; Jacksonville (FL); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

401(k) with match

PTO

Professional Development Support

Job summary

#twiceasnice Recruiting is seeking a Wealth Planner / Associate Advisor in Jacksonville, FL. The role supports senior advisors by preparing plans, gathering client data, and delivering recommendations across investments, retirement, estate, tax, and risk planning.

We value technical knowledge plus an entrepreneurial mindset, a collaborative environment, and a path to credentials. No cold calling; compensation aligns with value and experience, with comprehensive benefits.

Qualifications

• Certification in CFP, CPA, CTFA or CPWA or pursuing certification is required.
• 3+ years of financial planning or wealth management experience required.
• Experience with portfolio analysis and preparing financial plans is required.
• Knowledge of investment management, tax strategy, and estate planning fundamentals required.
• Strong interpersonal communication skills with confidence in leading client-facing relationships.
• Familiarity with financial planning 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

Education

CFP, CPA, CTFA or CPWA certification or active progress toward certification required

3+ years of financial planning or wealth management experience

Experience with portfolio analysis and financial planning

Knowledge of investment management, tax planning, estate planning fundamentals

Strong interpersonal communication, client-facing relationships

Familiarity with financial planning software & MS Office

Tools

Financial planning software

Job description

#twiceasnice Recruiting is seeking a Wealth Planner / Associate Advisor in Jacksonville, FL. The role supports senior advisors by preparing plans, gathering client data, and delivering recommendations across investments, retirement, estate, tax, and risk planning.

We value technical knowledge plus an entrepreneurial mindset, a collaborative environment, and a path to credentials. No cold calling; compensation aligns with value and experience, with comprehensive benefits.