Posted 09/01/2026
Job Number: 17647
Financial Advisor
United States • Hybrid
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Share This Job
Job Description
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
Job ID: a0CUm00004zmtBqMAI
Apply For This Position
Related Jobs
About Us
At Boutique Recruiting, we specialize in personalized, connection-driven placements, empowering candidates to achieve their goals. Committed to bold, impactful solutions, we fill roles of all types—full-time, part-time, and more—ensuring success for clients, candidates, and employees alike.