Company Overview:

First Coast Financial Group, based in Jacksonville, Florida, is dedicated to delivering top-notch financial planning and wealth management services. Our team is passionate about helping clients achieve financial security and growth. As we expand, we are excited to offer an Associate Advisor Apprenticeship to support and develop future leaders in the financial services industry. The focus will be to provide Life Insurance services to existing clients and prospects.

Position: Associate Advisor Apprentice

Location: Jacksonville, Florida

Type: Full-Time, Apprenticeship

About the Apprenticeship:

The Associate Advisor Apprenticeship at First Coast Financial Group provides a unique opportunity for individuals eager to start a career in financial planning and wealth management. This program offers thorough training, practical experience, and mentorship from industry experts, laying a solid foundation for a successful career in the financial sector.

Key Responsibilities:

• Assist senior advisors with client consultations, financial planning, and risk management
• Help prepare detailed financial plans and reports under the guidance of senior advisors.
• Support client relationship management by responding to inquiries and providing excellent service.
• Participate in team meetings, training sessions, and professional development opportunities.
• Stay informed about industry regulations, best practices, and continuing education requirements.

What We Offer:

• Comprehensive Training: A structured training program covering all aspects of financial planning and wealth management.
• Mentorship: One-on-one mentorship from experienced advisors to guide your professional growth.
• Career Development: Opportunities for advancement within the company based on performance and achievement.
• Licensing Support: Assistance with obtaining necessary licenses (2-15, Series 65/66)
• Dynamic Work Environment: A collaborative and supportive workplace culture.
• Competitive Compensation: A competitive salary with retirement plan and PTO.

Qualifications:

• Bachelor’s degree
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and financial planning software.
• Demonstrated interest in financial planning and wealth management.
• Ability to work independently and as part of a team.
• Commitment to ongoing professional development and learning.

Job Types: Full-time, Permanent

Pay: $30,000.00 - $42,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Financial planning services
• Paid time off
• Paid training
• Professional development assistance
• Tuition reimbursement

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Financial services: 5 years (Preferred)

Ability to Commute:

• Jacksonville, FL 32256 (Required)

Work Location: In person