Financial Planning Associate jobs in United States
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Florida Financial Advisors · 1 day ago

Financial Planning Associate

positionJacksonville, FL
timePart-time
remoteOnsite
seniorityNew Grad, Entry Level

Florida Financial Advisors is a financial planning practice seeking a part-time Financial Planning Associate to support operations and client service. The role involves managing service requests, executing trades, and preparing financial planning deliverables, with opportunities for growth tied to performance.

FinanceFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Serve as a point of contact for ongoing client service
Assist with executing investment trades and coordinating follow-ups
Prepare financial plan deliverables and reporting summaries
Organize client records and track task completion
Support prospect outreach, meeting scheduling, and growth initiatives

Qualification

Series 65 licenseFinancial planningClient serviceOrganizational skillsCommunication skills

Required

Strong organizational and communication skills
Reliable, self-motivated, and comfortable working independently
Must have (or be willing and able to obtain) a Series 65 license
Interest in financial planning, client service, or investment advisory work
Must be based in Jacksonville, FL and available for in-person work
This role will require registration as an Investment Adviser Representative under our RIA. As such, candidates must pass background and financial disclosures, consistent with FINRA/U4 standards. This includes no felony convictions, unresolved bankruptcies, or prior issues involving identity fraud or falsified documentation

Preferred

Experience in financial services is a plus, but not required

Benefits

Bonuses available for helping bring on new financial planning clients
Long-term opportunity for advancement into a more senior client-facing or advisor role

Company

Florida Financial Advisors

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Florida Financial Advisors is full-service comprehensive financial & wealth management firm.
dateFounded in 2015
location
Tampa, Florida, USA
people-size51-200 employees
web-link
https://www.floridafa.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Mickool
Founder and CEO of Florida FInancial Advisors
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Allyson Mickool
Chief Financial Officer
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Recent News

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AmeriLife Recognized as a 2025 Inc. Power Partner Award Winner for the Third Consecutive Year
2025-11-14
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Four AmeriLife Affiliate Partners Named to Inc. 5000's 2025 List of Fastest-Growing Private Companies
2025-08-15
Company data provided by crunchbase