Financial Advisor Northwestern MutualFinancial AdvisorJacksonville, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSt. Augustine, FLAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Solutions Advisor - Ponte Vedra Financial Center Bank of America CorpFinancial Solutions Advisor - Ponte Vedra Financial CenterPonte Vedra Beach, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor - Jacksonville, FL Advisor Talent SolutionsFinancial Advisor - Jacksonville, FLJacksonville, FloridaPosition: Financial Advisor Firm: NuVenture Financial Group Location: Jacksonville, FL Overview: At NuVenture Financial Group , located in Jacksonville, FL , we are dedicated to providing top-notch financial services and investment advice to our clients. In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations.
NewFinancial Advisor - Vedra Beach/St. Augustine Thrivent Financial for LutheransFinancial Advisor - Vedra Beach/St. AugustineSaint Augustine, FLThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
AMP Financial Advisor Trainee Raymond James Financial IncAMP Financial Advisor TraineeJacksonville, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsJacksonville Beach, FL2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Internal Financial Advisor ValuTeachersInternal Financial AdvisorPonte Vedra, FLContractorAs we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory practice. This role is ideal for professionals who want the independence of a 1099 commission-based business model combined with the infrastructure, support, and mission-driven environment of an established organization.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsJacksonville Beach, FLFull timeDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
NewFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementJacksonville, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Solutions Advisor - Jacksonville Market Bank of AmericaFinancial Solutions Advisor - Jacksonville MarketJacksonville, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)Jacksonville, FLThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of AmericaFinancial Solutions Advisor - Participant Services (Series 7 required)Jacksonville, FloridaMerrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL Bank of America CorpLife Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FLJacksonville, FLResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepeningOwn management of client issues, research, and communication of resolution Demonstrate expert knowledge of internal and regulatory policies, procedures, and processesRequired Qualifications:Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceededPassion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients.
Associate-Level Financial Planning Advisor (Remote) (Remote) Traction Forge FinancialAssociate-Level Financial Planning Advisor (Remote) (Remote)Jacksonville, FLRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients create a roadmap toward long-term financial growth and stability. Whether you are looking for a fresh start, a career change, part-time income, or a path toward entrepreneurship and leadership, Traction Forge Financial provides the support and mentorship to help you grow.
Associate-Level Financial Planning Advisor (Remote) Traction Forge FinancialAssociate-Level Financial Planning Advisor (Remote)Jacksonville, FLRemoteAt Traction Forge Financial, leveraging the strength of GFI, we believe success is about more than just finances — it is about creating freedom, flexibility, and a future you can truly enjoy. We are passionate about helping individuals, families, and business owners build stronger financial foundations through education, pers...
Sr Financial Aid Advisor - Jacksonville Concorde Career Colleges, Inc.Sr Financial Aid Advisor - JacksonvilleJacksonville, Florida$26–$28 / hourAssist students with questions regarding the completion of the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note for the Federal Stafford, Federal Unsubsidized and Federal PLUS loans, Federal SEOG, and Federal Perkins applications utilizing all required Federal and Concorde Career College forms. Responsibilities: Advise prospective students of all funding sources available to students attending Concorde Career College and provide each prospective student an introduction to financial aid during the student’s tour.
Sr Financial Aid Advisor Jacksonville Concorde Career Colleges IncSr Financial Aid Advisor JacksonvilleJacksonville, FL$26–$28 / hourAssist students with questions regarding the completion of the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note for the Federal Stafford, Federal Unsubsidized and Federal PLUS loans, Federal SEOG, and Federal Perkins applications utilizing all required Federal and Concorde Career College forms. Advise prospective students of all funding sources available to students attending Concorde Career College and provide each prospective student an introduction to financial aid during the student's tour.
Financial Solutions Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Solutions Advisor - PNC Wealth ManagementJacksonville, FLPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistJacksonville, FLRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.