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Financial Advisor / CFP

Employer
Knightsbridge Advisors
Location
Jacksonville, Florida
Salary
salary + bonus
Closing date
Mar 11, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

We have been retained by one of the premier investment advisers in the country, whose mission is to positively impact the financial well-being of their clients by delivering objective financial advice.

Due to growth, they are hiring a client-focused Financial Advisor for their Jacksonville office.

They serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.

This position will deliver personalized investment solutions to help clients work toward their long-term financial goals and create and present financial plans.   

The ideal candidate will possess:

  • Bachelor's degree in Finance or related field
  • CFP
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

Company

Knightsbridge Advisors provides comprehensive and innovative solutions to the human capital needs of financial service institutions worldwide. We specialize in executive retained search, market intelligence, management consulting, and mergers & acquisitions with a strong focus on wealth management and all tangential disciplines that surround it.

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