Wealth Management Advisor - Jacksonville, FL

Advisor Talent Solutions•Jacksonville, FL

1d•$70,000 - $100,000•Onsite

About The Position

J. Biance Financial, based in Jacksonville, FL, is a faith-based financial firm dedicated to serving individuals with integrity, compassion, and values-driven guidance. Our mission is to transform lives through exceptional financial services while upholding faith-inspired principles in all that we do. We believe in using data-driven strategies to help our clients achieve long-term financial well-being. We are seeking a driven Wealth Management Advisor to join our dynamic team. You’ll play a key role in delivering individualized financial plans to new clients and support existing clients achieve their financial and retirement goals. If you’re a critical thinker, strong communicator, personable, and enjoy working one-one-one with clients, you’ll thrive here!

Requirements

3+ years’ experience in a financial advisory role
Series 65 or Series 66 & 7 required
Florida Life and Health Insurance License required
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft and Google Office Suite
A proven ability to build trust and develop lasting client relationships
Exceptional listening and communication skills
Confidence leading conversations that help clients make important financial decisions
Motivated by helping people while achieving meaningful sales results
Professional presence with a high degree of emotional intelligence
Highly organized, self-driven, coachable, and collaborative
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Nice To Haves

Associates Degree preferred but not required
Redtail CRM experience
Orion software experience

Responsibilities

Provide holistic financial planning for all aspects of retirement
Prepare goal-oriented financial plans with accuracy and creativity, specific to clients' needs
Engage with clients in a genuine and cheerful manner, building relationships with pre-retirees and retirees to guide them as they enter the season of retirement
Play an integral role within the local team to serve client needs
Respond to prospective customer queries about financial and retirement planning
Respond to specific client service and support requests as a part of a team approach
Utilize multiple software programs to tailor individual retirement plans and generate reports such as income plans, tax strategies, and investment planning approaches
Ability to learn things quickly in a fast-paced environment and effectively manage regular changes in priorities