Associate Financial Advisor, Private Wealth Management; CFP track

Associate Financial Advisor, Private Wealth Management (CFP Track / In Progress)

Our client, a dynamic and growth‑oriented wealth management firm, is looking for a strategic Financial Advisor to join their team in Jacksonville, FL. This is an opportunity for a driven professional to start their CFP career, seeking mentorship and advanced exposure to financial strategies. You’ll 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.

• Conduct in‑depth financial assessments for high‑net‑worth clients
• Develop strategic financial plans aligned with client goals and values
• Integrate investment, estate, insurance, tax, and cash‑flow strategies into plans
• 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 complete tasks on schedule
• Contribute to internal planning discussions, investment strategy reviews, and process improvements
• Provide support for special projects, system enhancements, general office needs, and team collaboration

• Bachelor’s degree (or near completion) required
• Near completion of a financial‑planning or 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 and MS Office required

Base Pay: $60,000 – $90,000 per year (negotiable based on experience)

Benefits: Health, Dental, Vision Insurance; 401(k) with match; paid time off; professional development support

Job Type: Full‑time, on‑site

Typical

Hours:

Monday–Friday, 40–45 hours per week

Travel: Optional domestic travel

Start Date: ASAP

Relocation Assistance: Negotiable

Sponsorship: Not available

Associate

Full‑time

Finance