Financial Advisor - Jacksonville, FL at Advisor Talent Solutions

Jacksonville, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Sep, 26

Salary

65000.0

Posted On

01 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Advice, Portfolio Risk Assessment, Client Relationship Management, Financial Analysis, CRM Documentation, Public Speaking, Market Research, Regulatory Compliance, Organizational Skills, Written Communication, Verbal Communication

Industry

Financial Services

Description

Position: Financial Advisor Firm: NuVenture Financial Group Location: Jacksonville, FL Overview: At NuVenture Financial Group, located in Jacksonville, FL, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting our business and ensuring a seamless experience for our clients. In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations. What you’ll do: * Conduct in-depth reviews of client accounts and maintain detailed client files * Manage daily client communications to ensure timely and effective service * Perform financial analyses, develop financial plans, and provide customized investment recommendations * Perform portfolio risk assessments and offer investment advice based on comprehensive research * Research the marketplace and provide clients with information on new and existing products and services * Monitor and resolve service issues to ensure a high-quality client experience * Accurately document all client interactions in the firm’s CRM system (Wealthbox) * Lead client meetings from start to finish and guide clients through proposed portfolio changes * Ensure adherence to SEC and state licensing requirements * Attend seminars and workshops to educate current and prospective clients What We’re Looking For: * Series 65 or equivalent required * FL-215 license Life, Health, and Annuities required or willing to obtain within 30 days * 2+ years’ of financial advisory experience preferred * Previous experience in processing confidential, detailed paperwork * Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks * Excellent communication; written, verbal and presentation skills * Willingness to speak publicly and lead seminars and workshops * Exhibits meticulous attention to detail and a commitment to accuracy * Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance * Self-starter who takes initiative and works well independently * Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters Bonus Points: * CFP or CFA license * Proven track record in sales What You’ll Get: Pay & Perks: * Base salary: $65k/year + commission * 401(k) with up to 6% matching * Dental insurance * Health insurance * Paid time off Schedule: * In office: Monday 8:30am-5:00pm, Tuesday-Thursday, 8:30am-6:00pm and Friday, 8:30am – 3:00pm * Some evenings required for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

The Financial Advisor will conduct client account reviews, develop customized financial plans, and provide investment recommendations. They are also responsible for managing client communications, leading meetings, and ensuring compliance with SEC and state licensing requirements.