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Job description
Position: Wealth Management Advisor
Firm: J. Biance Financial
Location: Jacksonville, FL
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!
What You'll Do:
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
What We're Looking For: 3+ years' experience in a financial advisory role
Series 65 or Series 66 & 7 required
Associates Degree preferred but not 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
Bonus Points: Redtail CRM experience
Orion software experience
What You'll Get:
Pay & Perks: $70k - $100k/year base salary + bonus opportunities paid out quarterly
Health insurance stipend paid out monthly
Dental and vision insurance 100% covered for the employee (after 90 days)
Sick time
401k with 3% Safe Harbor employer contribution
PTO
Maternity and paternity leave
Receive a one-time stipend to use toward a personal retreat
Hours: In office: Monday-Friday, 8am-5pm
Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $70,000 - $100,000 per year
Worksite address
jacksonville, FL, 32290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.