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Junior Financial Consultant
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-02-16
Listing for:
Florida Financial Advisors
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
- Identifies and sets appointments with potential clients
- Works closely with a mentor to meet with clients to assess their financial needs
- Designs, develops, and implements a marketing plan
- Develops a customized financial plan to address each client’s outlined goals
- Maintains strong relationships with clients, helping them to track their progress over time
- Provides ongoing consultation and support
Some of the features of this position include:
- One-on-One training from leaders in the financial planning industry locally.
- A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
- Uncapped earning potential, advisors must be comfortable with the majority of their compensation coming from their results
Additional Requirements of the role:
- Ability to obtain licenses
* U.S. Citizen or Permanent Resident
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