Financial Advisor - Jacksonville, FL

Advisor Talent Solutions•Jacksonville, FL

1d•Onsite

About The Position

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.

Requirements

Series 65 or equivalent required
FL-215 license Life, Health, and Annuities required or willing to obtain within 30 days
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

Nice To Haves

2+ years’ of financial advisory experience preferred
CFP or CFA license
Proven track record in sales

Responsibilities

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