Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Guidehouse
Jacksonville
Job Family : Data Engineering & Architecture Consulting Travel Required : Up to 10% Clearance Required : Ability to Obtain Public Trust What You Will Do : Guidehouse is seeking a Data Analyst to join our Defense and Security Segment, where the individual will collect and analyze data to identify trends, develop visualizations in support of organiz
Job Source: GuidehouseEverBank
Jacksonville
**Financial Reporting Senior Manager** The Financial Reporting Senior Manager manages all internal and external management reporting for the Bank supporting both finance and controllership groups. This role is responsible for providing oversight and management of key functions related to risk, management reporting, Board reporting, investor reporti
Job Source: EverBankGuidehouse
Jacksonville
**Job Family** **:** Finance & Accounting Consulting **Travel Required** **:** Up to 10% **Clearance Required** **:** Ability to Obtain Secret **What You Will Do** **:** The DoD Financial Senior Consultant helps clients remediate financial statement audit findings. This includes documenting and evaluating business processes, identification of risks
Job Source: GuidehouseRegency Centers
Jacksonville, FL, United States
1 Independent Dr, Jacksonville, FL 32202, USA Req #425 Wednesday, June 26, 2024 About this Opportunity: At Regency Centers, we believe our greatest asset is our people, and we believe a talented team from differing backgrounds and experiences makes us better. We are seeking an ERP Senior Systems Analyst- Financials to join our corporate office
Job Source: Regency CentersJ&J Family of Companies
Jacksonville
Senior Financial Analyst, Deliver Vision - 2406191416W **Description** Johnson & Johnson is recruiting for a **Senior Financial Analyst, Deliver Vision** based in Jacksonville, FL. At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated,
Job Source: J&J Family of CompaniesJobs for Humanity
Jacksonville, FL, United States
Company Description Jobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Ju
Job Source: Jobs for HumanityBank of America
Jacksonville, FL, United States
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place t
Job Source: Bank of AmericaHispanic Technology Executive Council
Jacksonville, FL, United States
The Project Senior Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a seni
Job Source: Hispanic Technology Executive CouncilJacksonville, FL, United States
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they're on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
#LI-Remote
#J-18808-Ljbffr
Email Alert for Senior Financial Advisor jobs in Jacksonville, FL, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.