Wealth Planner Associate Advisor (certification or active progress towards completion req.)

Wealth Planner / Associate Advisor (certification or active progress towards completion req.)
Location: Jacksonville FL
Salary: $70000 - $115000 (depending on experience & certification) Benefits
Benefits: Health/Dental/Vision Insurance 401(k) w/ match PTO Professional Development Support
Job Type: Full-Time On-site
Typical Hours: MondayFriday 4045 hours/week
Travel: Optional domestic travel
Start Date: ASAP
Sponsorship is not available

Wealth Planner / Associate Advisor (certification or active progress towards completion req.) Description

Our client in the wealth management industry is looking for a Wealth Planner / Associate Advisor to add to their team in Jacksonville this role you will prepare financial plans support planning strategies join client meetings and help advisors deliver recommendations across investments retirement estate tax and risk planning. You will not be expected to cold call or build your own book of business. Instead you will work closely with the firms owner gain exposure to complex planning work and build your expertise credentials and long-term credibility within an established firm. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset thrives in a fast-paced environment and takes pride in delivering accurate thoughtful work. Youll have the autonomy to shape your path within a collaborative firm that values initiative precision and strategic thinking. Your ideas will be heard your impact will be visible and your compensation will align with the value and experience you bring.

Wealth Planner / Associate Advisor (certification or active progress towards completion req.) Responsibilities

Prepare financial plans and planning summaries for advisor review
Gather and organize client data for planning meetings
Analyze client goals cash flow assets liabilities and risk needs
Support planning across retirement tax estate and insurance topics
Join client meetings and document follow-up items
Help advisors prepare and present planning recommendations
Review financial documents for accuracy and completeness
Coordinate with internal team members to support client needs
Maintain accurate records in CRM and planning systems
Support client retention through responsive accurate follow-up

Wealth Planner / Associate Advisor (certification or active progress towards completion req.) Qualifications

Bachelors degree required
CFP CPA CTFA or CPWA certification or active progress toward certification required
3 years of financial planning or wealth management experience required
Experience with portfolio analysis and preparing financial plans required
Knowledge of investment management tax strategy and estate planning fundamentals required
Strong interpersonal communication skills with confidence in leading client-facing relationships
Familiarity with financial planning software & MS Office required