Wealth Management Associate

Wealth Management Associate
Location: Jacksonville FL
Salary: $70000 - $85000 Benefits
Benefits: Health/Dental/Vision Insurance 401(k) w/ match PTO Professional Development Support
Job Type: Full-Time On-site
Typical Hours: MondayFriday 4045 hours/week
Travel: Optional domestic travel
Start Date: ASAP
Sponsorship is not available

Wealth Management Associate Description

Our client in the wealth management industry is looking for a Wealth Management Associate to add to their team in Jacksonville this role you will prepare financial plans support planning strategies join client meetings and help advisors deliver recommendations across investments retirement estate tax and risk planning. You will not be expected to cold call or build your own book of business. Instead you will work closely with the firms owner gain exposure to complex planning work and build your expertise credentials and long-term credibility within an established firm. 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. Youll 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 Management Associate 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 Management Associate Qualifications

Bachelors degree required
Active Series 7 license plus Series 63/65 or Series 66 required
3 years of financial services or wealth management experience required
Knowledge across investments insurance tax retirement and estate planning required
Familiarity with financial planning tools/software & MS Office required
Proficiency with Excel Word and financial planning tools/software required