What are the responsibilities and job description for the Retirement Consultant position at staffish?
Our client, Revision Wealth Management, is a premier wealth management firm specializing in delivering high- touch, highly customized financial solutions. With two current branch locations, and a team dedicated to serving high-net-worth and mass affluent clients, we strive for operational excellence, innovation, relentless accuracy and client satisfaction.
About the Role:
We are continuing to expand our advisory presence in Jacksonville and seeking confident, client-focused Retirement Consultants to guide individuals and families through the retirement planning process. This role blends education, connection, and consulting — helping clients understand their options and make informed decisions with clarity and confidence.
What You’ll Do:
- Meet with clients and prospects to discuss retirement strategies
- Guide individuals through the planning process with empathy and expertise
- Communicate complex ideas in a clear, accessible way
- Build strong, trust-based relationships
- Support the firm's mission of delivering thoughtful, strategic retirement guidance
What We’re Looking For:
- Strong communication and interpersonal skills
- A natural ability to educate and connect
- A client-first mindset with a commitment to excellence
- Confidence and presence in one-on-one and group conversations
- Financial services experience preferred but not required for the right candidate
Why Join Us:
This is an opportunity to grow with a firm that values tradition, integrity, and forward-thinking strategy. You’ll make a meaningful impact on the lives of clients while building a strong advisory career.