Client Service Advisor (Wealth Management) - CFP

Job Description

Job Description

Client Service Advisor - Wealth Management - CFP

Location: Greater Jacksonville Area
Job Type: Full-Time, On-Site
Schedule: Day Shift
Salary: DOE + Performance Bonuses & Benefits

About the Opportunity

We are seeking an experienced Client Service Advisor / Wealth Advisor to join a growing wealth management organization in Fleming Island, FL. This is a client-focused advisory role, not a sales position , offering an excellent opportunity for a CFP® or ChFC® professional to build a long-term career in comprehensive wealth management.

The ideal candidate will have at least 3 years of experience working with client investments and financial planning , along with a strong understanding of portfolio management, retirement planning, tax strategies, estate planning, and asset protection.

This position offers extensive mentorship, professional development, and opportunities for advancement into leadership and specialized wealth management roles.

Key Responsibilities

• Serve as a lead advisor and provide exceptional service to high-net-worth clients.

• Provide scheduled portfolio reviews and comprehensive financial planning advice.

• Respond promptly and professionally to client questions and service requests.

• Develop and maintain strong, long-term client relationships.

• Collect, organize, and maintain accurate client financial information.

• Review financial statements, investment portfolios, goals, and other relevant client data.

• Maintain and update client profiles within financial planning and CRM platforms.

• Prepare reports, analyses, and presentations for client meetings.

• Conduct financial analysis across:

  • Investment portfolios

  • Retirement planning

  • Insurance

  • Tax planning

  • Estate and trust planning

  • Asset protection

• Coordinate with internal support teams to ensure client requests and planning tasks are completed accurately and on time.

• Oversee delegated tasks and ensure timely follow-through.

• Identify appropriate opportunities for additional financial planning, tax, estate, and asset protection services.

• Participate in client retention and referral initiatives.

• Collaborate with tax, legal, and other professional teams to coordinate comprehensive wealth strategies.

Mentorship & Professional Development

This position provides extensive training and mentorship from experienced wealth management professionals. The successful candidate will have opportunities to develop expertise in:

• Advanced estate and trust planning

• Customized portfolio management

• Retirement and retirement-income planning

• Proactive tax reduction strategies

• Asset protection planning

• Comprehensive financial planning

• Coordinating complex client wealth strategies

• Working with tax, legal, and other professional advisors

Career Growth

This is intended to be a long-term career opportunity with multiple advancement paths, including:

• Lead Advisor

• Wealth Management Leadership

• Advanced Tax or Estate Planning

• Business Development

• Specialized Financial Planning

• Senior Management / Executive Leadership

Professional education, coaching, and tuition reimbursement may also be available to support career advancement.

Performance Expectations

• Deliver quarterly portfolio reviews and scheduled financial planning services on time.

• Maintain consistent communication with clients through phone and email.

• Accurately document client planning activities, follow-ups, and outstanding tasks.

• Respond to client service requests promptly.

• Ensure support teams complete delegated responsibilities accurately and on schedule.

• Maintain accurate and complete client records.

• Identify appropriate opportunities for additional wealth management services.

• Build strong client relationships that contribute to retention and referrals.

Qualifications

• CFP® certification completed or very close to completion.

• ChFC® designation may also be considered.

• Series 65 or Series 66 required.

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred/required.

• 3+ years of experience in financial services, investments, and/or financial planning.

• Experience working directly with investment and financial planning clients.

• Strong knowledge of investment solutions and comprehensive financial planning strategies.

• Experience with financial planning software and CRM systems.

• Experience with MoneyGuidePro or similar financial planning software preferred.

• Strong Microsoft Office skills.

• Salesforce experience preferred.

• Must be able to pass a background check and have a clean U4.

• Excellent written and verbal communication skills.

• Strong relationship-building and interpersonal skills.

• Highly organized with excellent attention to detail.

• Strong work ethic and ability to follow through on commitments.

• Professional, energetic, and client-focused personality.

• Passion for financial planning and helping clients achieve their financial goals.

Compensation & Benefits

Salary: Based on experience and qualifications.

Additional compensation may include:

• Performance bonuses

• Client retention incentives

• Asset growth incentives

• Referral incentives

• Profit-sharing opportunities

Benefits include:

• 401(k)

• 401(k) matching

• Health insurance

• Dental insurance

• Vision insurance

• Life insurance

• Health Savings Account (HSA)

• Paid time off

• Professional development coaching

• Tuition reimbursement

Work Location: Jacksonville, FL
Work Arrangement: In-person / On-site

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.