Client-Facing Wealth Planning Associate — Path to Senior Advisor

A financial advisory firm in Jacksonville is seeking a motivated Associate Advisor to join its client-focused team. This full-time position requires 4–8 years of financial planning experience and a CFP® designation or candidacy. Responsibilities include client relationship management, portfolio monitoring, and financial planning. The role offers career growth potential into senior advisory positions. Strong organizational skills and proficiency in financial software are essential. Apply to be part of a growth-oriented financial planning team. #J-18808-Ljbffr