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Financial Planner & Client Solutions Specialist

Job in Saint Augustine, St. Johns County, Florida, 32095, USA
Listing for: Florida Financial Advisors
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Florida is seeking a candidate who can provide personalized investment solutions to clients. The ideal individual will assist in creating financial plans and ensure their accuracy, while supporting investment professionals in building client relationships. A Bachelor's degree in Finance or a related field is required, along with a strong understanding of the investment business. This position offers a unique opportunity to work closely with clients toward their long-term financial goals.
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