Financial Planner Position Available In Duval, Florida
Tallo's Job Summary: Financial Planner position available with New Planner Recruiting in Jacksonville, FL. Salary starts at $120k plus bonus, with potential for growth. Responsibilities include preparing financial plans, data gathering, research, and client management. Qualifications: Bachelor's degree, 3+ years experience, CFP® or passed exam, Series 65 license. Benefits include 401k, insurance, PTO, and training opportunities.
Job Description
Financial Planner New Planner Recruiting Jacksonville, FL 32204 Rapidly Growing, FEE-ONLY RIA, Financial Planning Centric Our client is a fee-only financial advisory firm (no product sales) operating in Jacksonville, FL. This growing independent boutique financial planning firm works primarily with strong, successful women. This firm takes pride in building comprehensive plans and walking all its clients through the full planning process. Their process focuses on establishing a scope of work, gathering data, developing a plan, implementation, and monitoring. If you are seeking a role with rapid growth opportunities and thrive in a fast-paced environment, this is the role for you.
WHAT YOU WILL GET TO DO
You will be responsible for preparing comprehensive financial plans and monitoring those plans, data gathering and research, and behind the scenes planning. You will also conduct additional research and analysis for firm initiatives. You will start out as a temporary support to the Senior Planner with the intention of moving into a Lead Planner position and preparing and presenting plans on your own. You will be given clients to manage as you progress and learn our way of serving clients.
QUALIFICATIONS
Bachelor’s degree required. 3+ years of experience. CFP® or passed exam. Series 65 license. Be a self-starter, problem solver, and goal-oriented team player. Able to perform multiple tasks efficiently. Working knowledge of eMoney and Redtail are a plus.
THE PERKS
Competitive salary starting at $120k plus bonus, commensurate with experience. Must be located within driving distance of Jacksonville, FL. Company paid long term and short-term disability. Unlimited PTO, group health, life, dental, and vision insurance. 401k plan with a 6% match. In-depth training on the firm’s processes and all aspects of job responsibilities. Endless opportunity for learning. Small, team-oriented atmosphere. Clear path to growth and partnership if desired.
Job Type:
Full-time Pay:
$100,000.00 – $125,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance
Schedule:
8 hour shift Monday to Friday No nights No weekends
Work Location:
In person
