This is a part-time position supporting the operations and growth of a financial planning practice. Working directly with an existing group of clients, you will manage service requests, account follow-ups, trades, reporting, and prep work for financial planning meetings.
This role is designed for someone who is detail-oriented, dependable, and interested in learning how a financial planning business operates. Over time, you'll have the opportunity to help qualify and bring in new clients, with performance-based compensation tied to growth. This is an ideal position for someone interested in a long-term career in financial services.
Responsibilities
- Serve as a point of contact for ongoing client service
- Assist with executing investment trades and coordinating follow-ups
- Prepare financial plan deliverables and reporting summaries
- Organize client records and track task completion
- Support prospect outreach, meeting scheduling, and growth initiatives
Qualifications
- Strong organizational and communication skills
- Reliable, self-motivated, and comfortable working independently
- Must have (or be willing and able to obtain) a Series 65 license
- Interest in financial planning, client service, or investment advisory work
- Experience in financial services is a plus, but not required
- Must be based in Jacksonville, FL and available for in-person work
Compensation & Advancement
- Hourly base pay (commensurate with experience)
- Bonuses available for helping bring on new financial planning clients
- Long-term opportunity for advancement into a more senior client-facing or advisor role
This role will require registration as an Investment Adviser Representative under our RIA. As such, candidates must pass background and financial disclosures, consistent with FINRA/U4 standards. This includes no felony convictions, unresolved bankruptcies, or prior issues involving identity fraud or falsified documentation.
