Financial Advisor

Position: 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 for our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting our business and ensuring a seamless experience for our clients.

You will be building relationships that matter, with a team that values your ideas, backs your growth, and treats your work like it means something. Because it does. We are a firm that started as a two-man operation, and because of our trademarked process we have grown over the years but haven’t forgotten how we got here. We believe that our employees are our greatest asset, and it’s that faith we place in them that allows them to shine and deliver exceptional experience and sound financial advice to the families we serve.

What You’ll Do:

• Conduct in-depth reviews of client accounts and maintain detailed client files
• Manage daily client communications to ensure timely and effective service
• Perform financial analyses, develop financial plans, and provide customized investment recommendations
• Willingness to embrace a different way of financial planning and adopt our proven processes
• Perform portfolio risk assessments and offer investment advice based on comprehensive research
• Research the marketplace and provide clients with information on new and existing products and services
• Monitor and resolve service issues to ensure a high-quality client experience
• Accurately document all client interactions in the firm’s CRM system (Wealthbox)
• Lead client meetings from start to finish and guide clients through proposed portfolio changes
• Ensure adherence to SEC and state licensing requirements
• Attend seminars and workshops to educate current and prospective clients

What We’re Looking For:

• Series 65 or equivalent required
• FL-215 license Life, Health, and Annuities required or willing to obtain within 30 days
• 2 years of financial advisory experience preferred but not required
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication; written, verbal and presentation skills
• Willingness to speak publicly and lead seminars and workshops
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently and can also collaborate with other team members for planning
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• CFP or CFA license
• Proven track record in sales

What You’ll Get:

Pay & Perks:

• Base salary plus production-based compensation:

~ First year earning potential $100K-$150K

~ Second year earning potential $150K

• Additional salary increases for CFP designation and for other relevant credentials
• Tiered performance-based bonuses for exceeding key performance metrics
• 401(k) with up to 6% matching
• Annual Employee Appreciation trip and quarterly team building outings
• Dental insurance
• Low to no cost employee medical insurance plans with additional family plans
• PTO – Year 1; 15 days, Year 2; 20 days, Year 3; 25 days

Schedule:

• In office: Monday 8:30am-5:00pm, Tuesday-Thursday, 8:30am-6:00pm and Friday, 8:30am – 3:00pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com