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#twiceasnice Recruiting · 5 days ago

Associate Financial Advisor, Private Wealth Management (CFP track)

Jacksonville, FL

Full-time

Onsite

Entry Level

$60K/yr - $90K/yr

1+ years exp

#twiceasnice Recruiting is seeking a strategic Financial Advisor to join a dynamic wealth management firm in Jacksonville, FL. This role is an opportunity for a driven professional to start their CFP career, partnering closely with the firm's founder and client service team to deliver advanced financial planning solutions to high-net-worth individuals and families.

Career PlanningHuman ResourcesProfessional ServicesRecruiting

No H1B

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

CFP designationFinancial planning knowledgeInvestment strategiesInsurance knowledgeTax planning knowledgeRetirement planning knowledgeEstate planning knowledgeFinancial planning toolsMS Office proficiencySoft skills