Financial Advisor

Location: Jacksonville, Florida (in-office)

Employment Type: Full-time

Compensation Range: $49,250–$60,000 base, plus incentive compensation on advisory business you service

Revision Wealth Management is an independent, RIA that families across Florida trust with their wealth. With offices state- wide, we are an established name in North Florida, and we hire professionals who want to be part of a winning team. We believe everyone deserves a chance at a fair financial future.

As a Financial Advisor on our team, you guide households through every stage of their financial lives, from building wealth to living on it. You lead discovery conversations, present comprehensive plans, and build long-term relationships with the families you serve.

• Conduct discovery and Match Meetings to understand each household’s income needs, assets, timeline and goals.
• Build and present comprehensive financial plans across income, investments, taxes, healthcare and insurance, and legacy.
• Deliver retirement income planning, including Florida Retirement System (FRS) pension and federal and military retirement benefit decisions.
• Coordinate with the firm’s tax and estate planning partners so each client’s plan is fully integrated.
• Hold annual and life-event reviews and keep plans current as circumstances change.
• Represent the firm at client events and educational workshops in the Jacksonville market.

• An active Series 65, or Series 66 with Series
  7. Registration is a condition of client-facing advisory work.
• At least 3 years of experience in financial planning, retirement planning or a client-facing wealth management role.
• Working knowledge of investment management, retirement income planning, Social Security, Medicare and tax-efficient distribution.
• Clear, warm communication that makes complex financial topics understandable.
• The humility to master a proven process, and the drive to grow within it.
• A clean regulatory and compliance record.

• CFP® designation or progress toward it.
• Florida 2-15 Life, Health and Variable Annuity license.
• Experience with FRS, TSP or military retirement benefits.

• A true fiduciary culture.
• Firm-funded client acquisition and marketing. You focus on advising, not prospecting costs.
• Proprietary planning frameworks and a structured client deliverable.
• A seat on an established, growing firm with room to advance.
• Competitive incentive compensation.

Revision Wealth Management® is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic.