Retirement Consultant

Revision Wealth Management•Jacksonville, FL

2d•Onsite

About The Position

At Revision Wealth Management, we believe retirement planning should be approached with discipline, clarity, and intention. As our firm continues to grow, we are expanding our team with individuals who are ready to build, learn, and contribute to something long-term. We are seeking a Retirement Consultant to support and guide clients through key financial decisions while growing within a structured and supportive environment. This role is ideal for someone who is early to mid-career, coachable, and ready to develop within a firm that values consistency and trust.

Requirements

Strong communication skills and the ability to build rapport with clients
A willingness to learn, take direction, and grow within a defined process
High level of personal accountability and follow-through
Professional presence and attention to detail
Ability to work within a team and contribute to a shared goal
Positive attitude and a steady, reliable work ethic

Nice To Haves

Background in finance, business, or a related field
Exposure to financial services or client-facing roles is a plus
Interest in pursuing industry licenses or professional development

Responsibilities

Work with clients to support retirement planning conversations and long-term financial goals
Assist in preparing and presenting financial strategies under the guidance of senior team members
Maintain ongoing communication with clients to ensure a high level of service and responsiveness
Support internal planning efforts by organizing client information and ensuring accuracy
Collaborate with team members to deliver a consistent client experience
Participate in training and development to build technical knowledge and advisory skills