Wealth Planner / Associate Advisor (CFP Progress)

#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

Our client in the wealth management industry is seeking a Wealth Planner / Associate Advisor in Jacksonville, FL to help prepare financial plans and support planning strategies. You will join client meetings and assist advisors with recommendations across investments, retirement, estate, tax, and risk planning.

The role emphasizes entrepreneurial mindset, precision, and collaboration within an established firm.

Qualifications

• CFP/CPA/CTFA/CPWA certification or progress toward certification required.
• 3+ years of financial planning or wealth management experience required.
• Experience with portfolio analysis, tax strategy, and estate planning fundamentals 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

Interpersonal communication

Client relationship management

Education

CFP/CPA/CTFA/CPWA certification

Tools

MS Office

Financial planning software

Job description

Our client in the wealth management industry is seeking a Wealth Planner / Associate Advisor in Jacksonville, FL to help prepare financial plans and support planning strategies. You will join client meetings and assist advisors with recommendations across investments, retirement, estate, tax, and risk planning.

The role emphasizes entrepreneurial mindset, precision, and collaboration within an established firm.