#twiceasnice Recruiting ยท 1 week ago
Associate Financial Advisor, Private Wealth Management (CFP track / in progress)
Jacksonville, FL
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $90K/yr#twiceasnice Recruiting is representing a dynamic and growth-oriented wealth management firm seeking a strategic Financial Advisor. The role involves conducting financial assessments, developing strategic financial plans, and collaborating with high-net-worth clients to deliver advanced financial planning solutions.
Career PlanningHuman ResourcesProfessional ServicesRecruiting
No H1B
Hiring Manager
Sam Kenney
Responsibilities
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
Support client service activities
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
Qualification
Required
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
Benefits
Health/Dental/Vision Insurance
401(k) w/ match
PTO
Professional Development Support
Company
#twiceasnice Recruiting
We're better than your recruiter. We're #twiceasnice.
Founded in 2017
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase