Skip to main content
David Careers

Financial Advisor Trainee

Posted 4 days ago

florida financial advisorsJacksonville (FL)
Personal Financial AdvisorsPortfolio Management and Investment AdviceJobs in Jacksonville, FL

SENIORITY

Junior

SALARY

$50,000.00–$80,000.00

Apply (opens in a new tab)

About the role

Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm based in the Jacksonville Metro Area, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs. Our services include customized financial planning, wealth management, retirement planning, tax strategies, insurance and risk management, and estate and legacy planning.
Role Description: This is a full-time on-site role for a Financial Advisor at Florida Financial Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, wealth management, providing investment recommendations, and offering financial advisory services to clients. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals and should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities: Provide financial planning support to clients. Support investment professionals to cultivate client relationships. Prepare financial plans and check their accuracy.
Qualifications: Strong understanding of the investment business. Excellent interpersonal skills. Seniority level Internship Employment type Full-time Job function Finance and Sales
Location: Fleming Island, FL – Salary: $50,000.00–$80,000.00.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this