What are the responsibilities and job description for the Financial Advisor position at Florida Financial Advisors?
Company Description Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm focused on building long-term relationships through exceptional service and guidance. The team collaborates with individuals, families, and businesses to create customized strategies across financial planning, investments, retirement planning, tax strategies, insurance, and estate and legacy planning. FFA emphasizes a client-centered approach rooted in trust, transparency, and clear communication, aiming to simplify complex financial decisions and provide clarity. The firm is committed to understanding each client’s goals, values, and vision for the future, supporting them at every stage of their financial journey.
Role Description This is a full-time, on-site Financial Consultant role based in Jacksonville, FL. The Financial Consultant will meet with clients to assess their financial goals, risk tolerance, and time horizons, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include analyzing financial information, recommending appropriate investment and insurance solutions, and providing retirement planning guidance. The role involves ongoing portfolio monitoring, adjusting strategies as needed, and maintaining consistent, proactive communication to ensure clients understand and feel confident in their financial decisions. The Financial Consultant will also stay current on market trends, financial products, and regulatory changes to deliver informed, compliant advice.
Qualifications
- Bachelor’s degree or graduating senior
- Excellent interpersonal, communication, and presentation skills, with the ability to explain complex concepts in a clear and accessible manner.
- Demonstrated client-service orientation, integrity, and commitment to ethical standards, with the ability to build trust and long-term relationships.
- Ability to work independently in an on-site environment, manage multiple client engagements, and use financial planning and CRM software effectively.