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Ready to take the next step in your accounting career? Join our team and unlock endless opportunities in the dynamic world of finance and numbers! With the chance to drive innovation, make a real impact on businesses and society, and find genuine job satisfaction, the accounting industry offers a rewarding path for those seeking growth and fulfillment. Explore our job listings today and kickstart your journey towards a successful and fulfilling career in accounting.

Investment Consultant

Jacksonville, FL 32256

Posted: 04/23/2024 Career Field: Accounting Job Number: 12530 Pay Rate: $75000 / year

Job Description

Client: We are a leading retirement financial strategies firm, specializing in providing comprehensive retirement planning services, with a focus on investments and annuities. Our team is dedicated to delivering personalized and effective financial solutions to our clients.

Job Description:

We are looking for an Associate Investment and Annuities Advisor to join our dynamic team. This role involves assisting lead retirement planners with new and ongoing client relationships, focusing on investments and annuities. The ideal candidate will play a crucial role in client onoarding, education, and portfolio management, ensuring high levels of client satisfaction.


Assist in the onboarding of new clients, including collecting information and conducting application signing meetings.

Participate in client education meetings and communicate effectively about the progress of onboarding and applications.

Conduct annual reviews with current clients to discuss and evaluate financial needs and portfolio performance.

Discuss and evaluate investment allocation options and annuity plans with clients.

Assist in rebalancing and reallocating investment portfolios as needed.

Build and maintain strong relationships with clients, attend client events, and encourage client participation.

Opportunity for advancement into a lead investment advisor role.

Required Qualifications:

One or both - Series 65 or equivalent investment advisory license; Life & Annuity license

Experience in wealth management offices.

Strong knowledge of investment products and annuities.

Excellent client relationship and communication skills.

Analytical skills with a keen eye for detail.

Team player with the ability to collaborate with senior advisors.

Why Join Us:

Join a reputable firm with a strong client-centric approach.

Rapid growing team with expansion plans throughout the state of FL

Training and certification opportunities

Work in a supportive environment that fosters professional growth and learning, including opportunities for career advancement into lead advisory roles.

Competitive compensation package including commission/ bonuses. 

Job Type: Full-time

Salary: From $70,000.00 per year

Additional Information

About ROLINC Staffing:  Connecting great job seekers with great companies along the Colorado Front Range and beyond! ROLINC Staffing provides targeted talent solutions for manufacturing, distribution and construction companies as well as government facilities, and helps career-seekers find jobs within those industries.  ROLINC also offers solutions for HR, safety, cost containment and other employment solutions and best practices.   Founded in 1991 in Englewood, CO, ROLINC was a firm ahead of its time trying to connect businesses with qualified candidates through an exclusive online network: Resumes On-Line, Inc. (ROLINC). In 1993, we transitioned away from the online database model. Instead, we focused on becoming a niche staffing firm, moving into the skilled trades, construction trades and industrial services.   Reach out to ROLINC today if you are pursuing a position that uses your targeted skills. We strive to hit the mark!

Meet Your Recruiter

Jasmine Weber

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