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Financial Consultant Financial Advisor Financial Services Financial Sales

Associate Financial Advisor, Private Wealth – CFP Track

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: #twiceasnice Recruiting
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A dynamic wealth management firm in Jacksonville, FL, is seeking an Associate Financial Advisor to join their team. This role provides an opportunity to start a CFP career under the mentorship of experienced professionals. The advisor will conduct thorough financial assessments, develop client-centric financial plans, and manage investments in a collaborative environment. Candidates must be pursuing a financial advisor designation and possess a solid understanding of financial planning strategies.
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Position Requirements
10+ Years work experience
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