Associate Financial Advisor, Private Wealth Management; CFP track
Listed on 2025-12-31
-
Finance & Banking
Financial Consultant, Financial Advisor
Associate Financial Advisor, Private Wealth Management (CFP track / in progress)
Join to apply for the Associate Financial Advisor, Private Wealth Management (CFP track / in progress) role at #twiceasnice Recruiting
.
Base pay: $60,000 – $90,000 per year. Benefits include Health/Dental/Vision Insurance, 401(k) with match, PTO, Professional Development Support. Full‑time, on‑site, Monday–Friday, 40–45 hours/week. Optional domestic travel.
Start date:
ASAP. Sponsorship not available. Relocation assistance negotiable.
Our client, a dynamic and growth‑oriented wealth management firm, seeks a strategic Financial Advisor to join their team in Jacksonville, FL. This is an opportunity to start your CFP career, seeking mentorship and advanced exposure to financial strategies. You will partner closely with the firm’s founder and client service team to deliver advanced financial planning solutions to high‑net‑worth individuals and families.
This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset, thrives in a fast‑paced, high‑performance environment, and takes pride in delivering excellence. It offers autonomy to shape your path within a collaborative firm that values initiative, accuracy, and strategic thinking.
- Conduct in-depth financial assessments for high‑net‑worth clients.
- Develop strategic financial plans aligned with client goals and values.
- Incorporate investment, estate, insurance, tax, and cash flow strategies.
- Execute trades and monitor client portfolios for optimization opportunities.
- Prepare for and participate in client meetings, reviews, and onboarding processes.
- Partner with internal and external professionals (CPAs, attorneys, investment managers) as needed.
- Maintain accurate CRM documentation and task completion.
- Contribute to internal planning discussions, investment strategy reviews, and process improvements.
- Support special projects, system enhancements, general office needs and team collaboration.
- Bachelor’s degree or near completion required.
- Near completion of financial planning/advisor designation (such as CFP, CFA, CRCP, AAMS, etc.) required.
- Knowledge across investments, insurance, tax, retirement, and estate planning required.
- Familiarity with financial planning tools/software & MS Office required.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).