Position Title: Financial Advisor Turn your time into client impact — not cold calls. We are seeking an experienced Financial Advisor to join a growing wealth management firm in Jacksonville, Florida. This role is built for an advisor who excels in client meetings, retirement planning, and closing new business but wants the backing of a sophisticated lead-generation, marketing, and operational platform. You will meet with pre-qualified prospective clients, uncover their financial goals, develop tailored strategies, and convert strong opportunities into long-term client relationships. The ideal candidate is a polished, consultative Financial Advisor with 3–5+ years of experience, an active Series 65 or Series 66, and a proven ability to present recommendations, earn trust, and close business. Salary Range: $70,000–$75,000 first-yearDOE, with uncapped performance-based earning potential and long-term OTE of approximately $200,000–$350,000 Responsibilities • Meet with pre-qualified prospective clients, including retirees, pre-retirees, high-net-worth individuals, and business owners • Conduct discovery meetings to understand each client's financial goals, retirement objectives, concerns and overall financial picture • Develop and present customized financial strategies across retirement income, investments, wealth management, estate planning, tax planning and insurance solutions • Educate prospective clients on appropriate strategies and clearly communicate complex financial concepts • Convert qualified appointments into new client relationships while working toward annual asset and production goals • Build trusted, long-term relationships with clients through a consultative, client-first approach • Collaborate with internal planning, service, marketing, and operations teams while maintaining all applicable compliance and regulatory standards Requirements • 3–5+ years of experience as a Financial Advisor or in a comparable client-facing financial services role • Active Series 65 or Series 66 license • Demonstrated success presenting financial recommendations and closing new business • Excellent communication, presentation, and relationship-building skills • Strong consultative approach with the ability to understand client needs and build trust • Comfortable working with CRM and financial planning software • Ability to work in a hybrid environment and regularly conduct meetings from the Jacksonville office Benefits • Medical, dental, and vision insurance • 401(k) eligibility after one year with company match • 10 days of PTO + Paid holidays • Uncapped commission and significant long-term earning potential If you are an experienced Financial Advisor who knows how to earn trust, close business, and deliver exceptional guidance — and you want qualified opportunities without spending your days cold calling — apply today. #LI-RB1 #LI-SB1