New Business Associate

Revision Wealth Management • Jacksonville, FL

3d

About The Position

This New Business Associate role is a core position within Revision Wealth Management, supporting the successful implementation of client financial plans. This position is vital to maintaining the accuracy, efficiency, and integrity of new business processing across the firm. If you are looking to grow professionally within a structured, detail-driven financial environment where execution matters, this role offers a direct path to becoming an essential part of a high-performing team.

Requirements

• High school diploma or equivalent required
• Proficiency in Microsoft Office, and CRM systems
• Strong written and verbal communication skills
• Ability to manage multiple tasks with accuracy and consistency
• High level of attention to detail and organizational discipline

Nice To Haves

• Associate’s degree preferred but not required
• 2–5 years of experience in financial services, insurance, or administrative operations preferred
• Experience with data entry, application processing, or account transfers is highly valued

Responsibilities

• Process and review new business applications to ensure completeness and accuracy prior to submission
• Maintain accurate and up-to-date client data across all internal systems and platforms
• Serve as a key member of the transfers team, coordinating and tracking account transfers from start to completion
• Communicate with vendors to resolve issues, obtain updates, and confirm successful processing
• Act as a liaison between advisors, operations, and external partners and stakeholders to ensure smooth workflow
• Identify discrepancies in applications or data and take corrective action proactively
• Maintain organized records and ensure all documentation meets firm standards
• Support overall operational efficiency by keeping workflows clean, timely, and consistent

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED