Financial Advisor
About The Position
Revision Wealth Management is hiring an in-office Financial Advisor in Jacksonville, Florida. The firm is an independent registered investment adviser serving families across Florida, with offices statewide and an established presence in North Florida. The role guides households through every stage of their financial lives, from building wealth to living on it. The advisor leads discovery conversations, presents comprehensive financial plans, and develops long-term relationships with the families they serve. The position offers a base compensation range of $49,250–$60,000, plus incentive compensation on advisory business the advisor services. Revision Wealth Management describes its culture as fiduciary, provides firm-funded client acquisition and marketing, and offers proprietary planning frameworks and structured client deliverables. The firm welcomes applicants of all backgrounds and is an equal opportunity employer.
Requirements
- Hold an active Series 65, or Series 66 with Series 7; registration is a condition of client-facing advisory work.
- Have at least 3 years of experience in financial planning, retirement planning, or a client-facing wealth management role.
- Have working knowledge of investment management, retirement income planning, Social Security, Medicare, and tax-efficient distribution.
- Communicate clearly and warmly, making complex financial topics understandable.
- Be willing to master a proven process and demonstrate drive to grow within it.
- Have a clean regulatory and compliance record.
Nice To Haves
- CFP® designation or progress toward it.
- Florida 2-15 Life, Health and Variable Annuity license.
- Experience with FRS, TSP, or military retirement benefits.
Responsibilities
- Conduct discovery and Match Meetings to understand each household’s income needs, assets, timeline, and goals.
- Build and present comprehensive financial plans covering income, investments, taxes, healthcare and insurance, and legacy.
- Deliver retirement income planning, including guidance on Florida Retirement System (FRS) pensions and federal and military retirement benefit decisions.
- Coordinate with the firm’s tax and estate planning partners to integrate each client’s plan.
- Hold annual and life-event reviews and keep plans current as circumstances change.
- Represent the firm at client events and educational workshops in the Jacksonville market.
Benefits
- Firm-funded client acquisition and marketing.
- Proprietary planning frameworks and a structured client deliverable.
- Room to advance within an established, growing firm.
- Incentive compensation in addition to base compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
