Associate Financial Advisor - DHG Wealth Advisors

Location: Jacksonville, Florida, United States

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Company Profile:

Overview

DHG is a leading professional services firm offering assurance, tax and advisory services to clients nationwide and internationally. Our strength lies in our technical knowledge, industry intelligence and future focused approach combined with our drive to help our clients achieve their goals, both today and tomorrow. DHG's professionals are passionate about providing an unparalleled client experience as we listen, innovate and act to help our clients. DHG ranks among the top 20 professional services firms in the nation, providing assurance, tax, and advisory services. With more than 2,000 professionals across the United States, the DHG team serves clients in 50 states and internationally.

Requisition Number: 2021-7839

Position Title:

External Description: Responsibilities

We are seeking an Associate Financial Advisor in our Jacksonville, FL office to assist a Senior Financial Advisor in servicing a substantial client base. This is a unique opportunity to be part of a successful advisory practice with excellent potential to expand the practice. The Associate Financial Advisor will help the Senior Financial Advisor with creating financial plans and managing client investments. The Associate Financial Advisor will also analyze client portfolios, assist with client recordkeeping and engage in research and other tasks as requested by the Senior Financial Advisor. The ideal candidate is a person who is, or desires to be, a Certified Financial Planner and who has excellent technical and people skills. The candidate should also have an entrepreneurial spirit and a desire to increase the existing client base.

  • An understanding of investment management, tax, estate planning, insurance, and other financial needs of clients
  • Meeting with prospective clients, gathering financial information, participating in the creation of financial plans and monitoring outcomes
  • Assist in the development of new business and build internal and external referral sources
  • Strong analytical and interpersonal skills and a desire to work with people
  • Ability to be persuasive and articulate in oral and written communication, small meetings and large presentations
  • Ability to learn and use tools such as Client Relationship Management, Portfolio Rebalancing and Financial Planning Software
  • Competency applications such as Microsoft Outlook, Word, Excel and PowerPoint
  • Ability to manage tasks and schedule a calendar effectively
  • Ability to establish trust and build strong relationships by understanding both the financial and emotional needs of clients
  • An understanding of regulatory obligations applicable to registered investment advisors
  • Familiar with and ability to implement sound business practices


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Qualifications

  • Series 65 license, or desire to become licensed
  • Minimum of 3 to 5 years financial advisory experience
  • Highly professional demeanor; ability to work closely with CPA referral sources required
  • CFP or similar designation or desire to obtain CFP or other designation
  • Having a strong local network is preferred
  • Experience in Junxure, iRebal, or MoneyGuide Pro or other financial services software a plus

City: Jacksonville

State: Florida

Community / Marketing Title: Associate Financial Advisor - DHG Wealth Advisors

Location_formattedLocationLong: Jacksonville, Florida US

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