Financial Advisor Financial Planner at #twiceasnice Recruiting

Financial Advisor / Financial PlannerLocation: Jacksonville FLSalary: $60000 - $90000 (Negotiable depending on experience) BenefitsBenefits: Health/Dental/Vision Insurance 401(k) w/ match PTO Professional Development SupportJob Type: Full-Time On-siteTypical Hours: MondayFriday 4045 hours/weekTravel: Optional domestic travelStart Date: ASAPSponsorship is not availableRelocation assistance negotiableFinancial Advisor / Financial Planner DescriptionOur 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. Youll partner closely with the firms 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. This is a great opportunity offering autonomy to shape your path within a collaborative firm that values initiative accuracy and strategic thinking where your ideas will be heard and your impact will be visible.Financial Advisor / Financial Planner 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 collaborationFinancial Advisor / Financial Planner Qualifications Bachelors degree or near completion required Near completion of financial planning/advisor designation (such as CFP CRCP AAMS etc.) required Knowledge of investment management tax strategy and estate planning fundamentals required Familiarity with financial planning software (Morningstar Y Charts Emoney) & MS Office requiredRequired Experience:Unclear Seniority Key Skills Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 60000 - 90000