Client Service Advisor (Wealth Management) - CFP

Client Service Advisor - Wealth Management - CFP Location: Greater Jacksonville Area

Job Type: Full-Time, On-Site

Schedule: Day Shift

Salary: DOE + Performance Bonuses & Benefits

About The Opportunity We are seeking an experienced Client Service Advisor / Wealth Advisor to join a growing wealth management organization in Fleming Island, FL. This is a client-focused advisory role, not a sales position , offering an excellent opportunity for a CFP® or ChFC® professional to build a long-term career in comprehensive wealth management.

The ideal candidate will have at least 3 years of experience working with client investments and financial planning , along with a strong understanding of portfolio management, retirement planning, tax strategies, estate planning, and asset protection.

This position offers extensive mentorship, professional development, and opportunities for advancement into leadership and specialized wealth management roles.

Key Responsibilities

• Serve as a lead advisor and provide exceptional service to high-net-worth clients.

• Provide scheduled portfolio reviews and comprehensive financial planning advice.

• Respond promptly and professionally to client questions and service requests.

• Develop and maintain strong, long-term client relationships.

• Collect, organize, and maintain accurate client financial information.

• Review financial statements, investment portfolios, goals, and other relevant client data.

• Maintain and update client profiles within financial planning and CRM platforms.

• Prepare reports, analyses, and presentations for client meetings.

• Conduct financial analysis across:

• Investment portfolios

• Retirement planning

• Insurance

• Tax planning

• Estate and trust planning

• Asset protection

• Coordinate with internal support teams to ensure client requests and planning tasks are completed accurately and on time.

• Oversee delegated tasks and ensure timely follow-through.

• Identify appropriate opportunities for additional financial planning, tax, estate, and asset protection services.

• Participate in client retention and referral initiatives.

• Collaborate with tax, legal, and other professional teams to coordinate comprehensive wealth strategies.

Mentorship & Professional Development This Position Provides Extensive Training And Mentorship From Experienced Wealth Management Professionals. The Successful Candidate Will Have Opportunities To Develop Expertise In

• Advanced estate and trust planning
• Customized portfolio management
• Retirement and retirement-income planning
• Proactive tax reduction strategies
• Asset protection planning
• Comprehensive financial planning
• Coordinating complex client wealth strategies
• Working with tax, legal, and other professional advisors

Career Growth This is intended to be a long-term career opportunity with multiple advancement paths, including:

• Lead Advisor
• Wealth Management Leadership
• Advanced Tax or Estate Planning
• Business Development
• Specialized Financial Planning
• Senior Management / Executive Leadership

Professional education, coaching, and tuition reimbursement may also be available to support career advancement.

Performance Expectations

• Deliver quarterly portfolio reviews and scheduled financial planning services on time.
• Maintain consistent communication with clients through phone and email.
• Accurately document client planning activities, follow-ups, and outstanding tasks.
• Respond to client service requests promptly.
• Ensure support teams complete delegated responsibilities accurately and on schedule.
• Maintain accurate and complete client records.
• Identify appropriate opportunities for additional wealth management services.
• Build strong client relationships that contribute to retention and referrals.

Qualifications

• CFP® certification completed or very close to completion.
• ChFC® designation may also be considered.
• Series 65 or Series 66 required.
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred/required.
• 3+ years of experience in financial services, investments, and/or financial planning.
• Experience working directly with investment and financial planning clients.
• Strong knowledge of investment solutions and comprehensive financial planning strategies.
• Experience with financial planning software and CRM systems.
• Experience with MoneyGuidePro or similar financial planning software preferred.
• Strong Microsoft Office skills.
• Salesforce experience preferred.
• Must be able to pass a background check and have a clean U4.
• Excellent written and verbal communication skills.
• Strong relationship-building and interpersonal skills.
• Highly organized with excellent attention to detail.
• Strong work ethic and ability to follow through on commitments.
• Professional, energetic, and client-focused personality.
• Passion for financial planning and helping clients achieve their financial goals.

Compensation & Benefits Salary: Based on experience and qualifications.

Additional Compensation May Include

• Performance bonuses
• Client retention incentives
• Asset growth incentives
• Referral incentives
• Profit-sharing opportunities

Benefits Include

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Health Savings Account (HSA)
• Paid time off
• Professional development coaching
• Tuition reimbursement

Work Location: Jacksonville, FL

Work Arrangement: In-person / On-site