#twiceasnice Recruiting
Associate Financial Advisor, Private Wealth Management (CFP track / in progress)
#twiceasnice Recruiting, Jacksonville, Florida, United States, 32290
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.
Responsibilities
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
Qualifications
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
Salary & Benefits 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
Employment Details 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
Seniority Level Associate
Employment Type Full‑time
Job Function Finance
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Responsibilities
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
Qualifications
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
Salary & Benefits 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
Employment Details 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
Seniority Level Associate
Employment Type Full‑time
Job Function Finance
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