Financial Advisor
Boutique Recruiting
Position Title: Financial Advisor This role seeks a dedicated financial advisor to enhance a dynamic team known for its supportive culture and commitment to excellence. The ideal candidate will benefit from a structure that eliminates cold outreach, allowing them to focus on client engagement and relationship building. With a robust marketing strategy in place, the advisor will engage with pre‑scheduled appointments and receive comprehensive support from staff for administrative tasks. Success in this position requires strong closing skills and a willingness to learn from a proven process. Candidates with backgrounds in athletics or military service are particularly encouraged to apply, as they often embody the coachable spirit desired by the organization. Financial Advisor Responsibilities Review financial plans developed by the planning team Attend scheduled meetings with clients, typically 5-6 per week Focus on client onboarding through a structured process involving 2-3 meetings Collaborate with a dedicated processor for paperwork Maintain a closing ratio of 30% on client meetings Financial Advisor Requirements 2-3 years of experience as a financial advisor with closing experience Possession of a Series 65 license An insurance license is preferred Background as a college athlete or in military service is preferred Benefits Medical, dental, and vision coverage starting on day one 401k plan with a 4% match after 90 days Three weeks of paid time off, inclusive of sick and vacation days Paid time off during the week of Christmas upon meeting performance metrics Comprehensive support for professional development and growth If you are a Financial Advisor looking to take the next step in your career, apply now! #J-18808-Ljbffr
- ...home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.Through a...SuggestedFull timeShift workDay shift
- ...A financial services firm in Jacksonville, Florida seeks an Experienced Financial Advisor to grow their career by assisting clients with tailored financial solutions. This full-time role includes access to LPL Financial's investment platform and a supportive environment...SuggestedFull time
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Strategic Wealth Specialists is seeking a self-motivated Financial Advisor to serve individuals and businesses in the Jacksonville market. You will provide access to financial products, build wealth for the future, and protect assets while growing your practice with guidance...Suggested
- ...potential that will impact your community? Strategic Wealth Specialists is looking for individuals like you to join our team as a Financial Advisor. As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products...SuggestedPermanent employment
- ...Financial Solutions AdvisorFinancial Solutions Advisors (FSAs) are phone-based licensed advisors that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management...Immediate startFlexible hoursShift workDay shift
- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
- ...A financial services company in Jacksonville, FL is seeking motivated individuals for a PT/FT Financial Professional position. This role involves assisting clients with financial education and strategies in both consumer and small business contexts. Candidates must have...Remote work
- ...Financial AdvisorA Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...Work at office
- Job Description:Position DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment...Full timeImmediate startFlexible hoursShift workDay shift
- ...powered advice on this job and more exclusive features. Direct message the job poster from Prudential Advisors Prudential Advisors is looking for an Experienced Financial Advisor in the Greater Jacksonville Florida market area who is interested in working with Prudential...Full timeLive inWorldwide
- At NuVenture Financial Group , located in Jacksonville, FL , we are dedicated to providing top-notch financial services and investment advice... ...currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting...Work at officeAfternoon shift
$50k - $80k
Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Overview First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. Key Facts 9 out of 10...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$61k - $119k
Join to apply for the Financial Advisor role at Northwestern Mutual. Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to...Full time$75k - $125k
...0.00/yr - $125,000.00/yr Direct message the job poster from Grayling Associates We’re looking for a driven and client-focused Financial Advisor to join our Jacksonville team. You’ll help individuals and families build smart financial strategies that protect their wealth...Full timeWork at officeLocal area- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in Jacksonville, FL.PNC is an in-office company that fosters a supportive...Full timeTemporary workPart timeWork experience placementWork at office
$50k - $80k
...Florida Financial Advisors (FFA) is a full‑service financial planning and wealth management firm based in the Jacksonville Metro Area, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs...Full timeTraineeshipInternship- ...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...coachable individuals who want to grow into future financial advisors. We'll help you get licensed, train you step-by-step, and...Flexible hours
- A financial services company is looking for a Financial Professional to empower clients by providing financial education and support. This remote position requires no prior financial experience, and all training is provided. Ideal candidates should have a background in...Remote workFlexible hours
$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth...Temporary workWork at officeLocal areaImmediate startFlexible hours- ...America)Please review the following job description:JOB SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients....Full timePart timeWork at officeShift workDay shift
$50k - $150k
...Job Description Job Description Financial Services & Investment Professional – Training Provided (Hybrid) Locations: Raleigh, NC Boca Raton, FL , Jacksonville, FL, Fairfield, CT. Job Type: Contract | Hybrid About Us Florida Financial & Insurance Agency...Contract workWork at officeRemote workFlexible hours- Organization : Name JACKSONVILLE FL Default: Location : City JACKSONVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Florida.PNC is... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
- ...driven by our common purpose to deliver a better world. Join us.Job DescriptionWe seek a senior leader to own and deliver high-impact financial analysis, valuation, market research, and capital allocation strategy for mining clients and internal initiatives. You will lead...Work at officeLocal areaWorldwideFlexible hours
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Career Opportunity at Equitable Advisors Are you ready to take the next step in your wealth management career? Join Equitable Advisors... ...you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we cultivate a culture of collaboration...Work experience placementLocal areaRemote work
$79.5k - $132.9k
Location(s)Dallas, Texas, Jacksonville, Florida, P&C-Butterfield Road-Downers Grove-IL-AACDetailsKemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives...Full timeWork at office
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