Financial Advisor / CFP

Jacksonville, Florida
salary + bonus
Feb 09, 2021
Mar 11, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

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