Retirement Consultant

Revision Wealth Management • Jacksonville, FL

7d • $49,250 - $60,000 • Onsite

About The Position

Revision Wealth Management is an independent, fiduciary Registered Investment Adviser serving families across Florida from state-wide offices. Our planning addresses key areas of retirement planning. We believe everyone deserves a chance at a fair financial future.

The Retirement Consultant guides pre-retirees and retirees through the move from accumulating wealth to living on it. You will lead discovery conversations, help deliver exceptional service, and build long-term relationships with the households you serve.

Requirements

• An active Series 65, or Series 66 with Series 7. Registration is a condition of client-facing advisory work.
• At least 3 years of experience in retirement planning, financial planning, or a client-facing wealth management role.
• A working knowledge of retirement income planning, Social Security, Medicare, and tax-efficient distribution.
• Clear, warm communication that makes complex financial topics understandable.
• A clean regulatory and compliance record.

Nice To Haves

• Florida 2-15 Life, Health and Variable Annuity license.
• Experience with FRS, TSP, or military retirement benefits.

Responsibilities

• Conduct discovery meetings to understand each household's income needs, assets, timeline, and goals.
• Build and present retirement income plans.
• Support clients with employer plan decisions, including Florida Retirement System (FRS) pension and federal and military retirement benefits.
• Coordinate with the firm's tax and estate planning partners so each client's plan is fully integrated.
• Hold annual and life-event reviews and keep plans current as circumstances change.
• Represent the firm at community workshops and educational events in the Jacksonville market.

Benefits

• A true fiduciary culture with no sales quotas, production overrides, or product pushing.
• Firm-funded client acquisition and marketing.
• Proprietary planning frameworks and a structured client deliverable.
• Room to grow with a firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed