Financial Advisor / CFP
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
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills