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Job Description
Wealth Planner / Associate Advisor (Series 7 & 63/65 OR 66 req.) #twiceasnice Recruiting - 4.4 Jacksonville, FL Job Details Full-time $85,000 a year 14 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Career development plan Vision insurance 401(k) matching Qualifications Estate planning needs analysis Financial planning software Data analysis skills Microsoft Office Income tax planning Series 7 Bachelor's degree Insurance planning Investment analysis Practicing in the securities industry Estate planning Retirement planning advisory services Full Job Description Wealth Planner / Associate Advisor (Series 7 & 63/65 OR 66 req.)
Location:
Jacksonville, FL Salary:
$85,000++ (negotiable based on experience and credentials) +
Benefits Benefits:
Health/Dental/Vision Insurance, 401(k) w/ match,
PTO, Professional Development Support Job Type:
Full-Time |
On-site Typical Hours:
Monday-Friday, 40-45 hours/week
Travel:
Optional domestic travel
Start Date:
ASAP Sponsorship is not available Wealth Planner / Associate Advisor (Series 7 & 66 req.) Description Our client in the wealth management industry is looking for a Wealth Planner / Associate Advisor to add to their team in Jacksonville, FL. This role is open to candidates with a strong wealth planning foundation, from hands-on Wealth Planners to more experienced Associate Advisors with deeper CFP-level planning experience. In this role, you will prepare financial plans, support planning strategy, join client meetings, and help advisors deliver recommendations across investments, retirement, estate, tax, and risk planning. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset, thrives in a fast-paced environment, and takes pride in delivering accurate, thoughtful work. You'll have the autonomy to shape your path within a collaborative firm that values initiative, precision, and strategic thinking. Your ideas will be heard, your impact will be visible, and your compensation will align with the value and experience you bring. Wealth Planner / Associate Advisor (Series 7 & 66 req.) Responsibilities Prepare financial plans and planning summaries for advisor review Gather and organize client data for planning meetings Analyze client goals, cash flow, assets, liabilities, and risk needs Support planning across retirement, tax, estate, and insurance topics Join client meetings and document follow-up items Help advisors prepare and present planning recommendations Review financial documents for accuracy and completeness Coordinate with internal team members to support client needs Maintain accurate records in CRM and planning systems Support client retention through responsive, accurate follow-up Wealth Planner / Associate Advisor (Series 7 & 66 req.) Qualifications Bachelor's degree required 3+ years of financial planning or wealth management experience required Experience with portfolio analysis and preparing financial plans required Knowledge of investment management, tax strategy, and estate planning fundamentals required Active Series 7, and Series 66 (or 63/65) licenses required Financial planning/advisor designation (CFP, CPWA) or progress toward completion required Strong interpersonal communication skills with confidence in leading client-facing relationships Familiarity with financial planning software (eMoney, Morningstar, YCharts) & MS Office required About #twiceasnice Recruiting Across industries, roles, and North America, we help clients quickly attract top talent with custom-built searches. With the lowest fee in the industry, the longest guarantee, and commission-free senior recruiters - we align our interests with the long-term success of every placement. Need recruiting help? www.twonice.com
Pay:
$85,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Vision insurance Application Question(s): Do you have an active Series 7, Series 63, Series 65 or Series 66 license?
Please list all that apply:
Do you have a valid financial planning/advisory cert/designation or near completion? Do you live within a commutable distance to Jacksonville, FL to work onsite, Monday-Friday? If not are you willing to relocate? The salary range is $85,000++ (negotiable based on experience and credentials). What is your desired salary range?
Education:
Bachelor's (Required)
Experience:
financial planning or wealth management : 3 years (Required) portfolio analysis and preparing financial plans : 3 years (Required) investments, insurance, tax, retirement, & estate planning : 3 years (Required) financial planning tools &
