Hiring: Client Service Advisor (Wealth Management) - CFP Company: W3Global Location: Fleming Island, FL Job Posted Time: 2026-09-10 12:37:26 Employment Type: Full-time / On-site Target Skills & Keywords : CFP, Financial Planning, Microsoft Office, Portfolio Management, Salesforce, Series 66, Wealth Management About the job Experience: •3 years of experience working with client investments and financial planning •3+ years of experience in financial services, investments, and/or financial planning. •At least 3 years of experience working with client investments and financial planning Required Skills: •We are seeking an experienced •Client Service Advisor / Wealth Advisor to join a growing wealth management organization in Fleming Island, FL. This is a client-focused advisory role, not a sales position •, offering an excellent opportunity for a CFP® or ChFC® professional to build a long-term career in comprehensive wealth management. •The ideal candidate will have at least •3 years of experience working with client investments and financial planning •, along with a strong understanding of portfolio management, retirement planning, tax strategies, estate planning, and asset protection. •This position offers extensive mentorship, professional development, and opportunities for advancement into leadership and specialized wealth management roles. •Serve as a lead advisor and provide exceptional service to high-net-worth clients. Qualifications: •CFP® certification completed or very close to completion. •ChFC® designation may also be considered. •Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred/required. •Strong knowledge of investment solutions and comprehensive financial planning strategies. •Must be able to pass a background check and have a clean U4. •Excellent written and verbal communication skills. •Strong relationship-building and interpersonal skills. •Highly organized with excellent attention to detail. Compensation: •$60,000 - $85,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!