Financial Advisor

Job Description

Job Description

Salary :

Are you a top-performing financial advisor seeking the next step in your career?

Imagine leading an established office, inheriting a book of business, and focusing solely on client meetings, building financial plans, and closing businesswith no cold calling or prospecting required.

Revision Wealth Management is expanding its Jacksonville, FL office and looking for a driven Financial Advisor to take on a leadership role and deliver expert financial planning and retirement solutions to mass affluent, retirement-aged clients.

Why This Role Stands Out :

• Lead within an office : Help to develop and expanding office.
• No Prospecting : Pre-set, pre-qualified appointments provided through the firms proven marketing system.
• High Earning Potential : Commission-based compensation with the potential for significant income growth.
• Independent, Client-First Approach : No broker-dealer affiliationfocus on AUM, managed money, and retirement solutions.

Key Responsibilities :

Serve as a lead advisor, working through an established book of business.

Conduct pre-set client appointments (5-8 per week initially, scaling up to 4 per day).

Present customized financial plans and guide clients through retirement and investment strategies.

Convert prospects into long-term clients and ensure smooth onboarding.

Advise clients on AUM, managed portfolios, and fixed-indexed annuities (FIA).

Execute rollovers, transfers, and asset transitions.

Provide solutions for tax-efficient withdrawals, Social Security planning, and retirement income needs.

Represent the firm at client seminars and workshops (not as the primary speaker but engaging with attendees).

Drive referrals by fostering long-term client relationships.

Oversee the Jacksonville office and collaborate with internal teams to ensure exceptional client experiences.

Maintain active Life Insurance and Series 65 licenses (or equivalent).

Follow fiduciary standards and stay current with financial products and regulatory updates.

Ideal Candidate Profile :

Preferred Qualifications :

Compensation & Career Growth :

About Revision Wealth Management : Revision Wealth Management is an independent advisory firm specializing in retirement planning and wealth management for mass affluent clients.

Our marketing and lead-generation system provides advisors with pre-qualified client appointments, allowing them to focus on what they do best : advising and closing business.

Apply today to join Revision Wealth Managements Jacksonville office.

This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

Job Type : Full-time

Pay : $75,000.00 - $210,000.00 per year

Compensation Package :

Work Location : In person

Salary : $75,000 - $210,000