Top 41 Wealth manager Jobs in Jacksonville Fl

Senior Wealth Strategist
Northern Trust Corp. —Jacksonville, FL
- $130,530 - $228,380 a year
- Full-time
- Business development
- Analysis skills
- US work authorization
- Health insurance
- Dental insurance
Senior Relationship Advisor
Northern Trust Corp. —Jacksonville, FL
- Full-time
- 11+ years
- Business development
- Mentoring
Associate Financial Advisor
Ameriprise Financial —Jacksonville, FL
- $75,000 - $150,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
Quick Apply
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Ponte Vedra Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Account Executive, Wealth Management
Canoe Intelligence —Jacksonville, FL
- $245,000 - $260,000 a year
- Hybrid work
- Research
- Contracts
- Senior level
- Health insurance
- Dental insurance
Trust Administrative Officer
Pech Services Inc —Jacksonville, FL
- $144,877.56 - $177,046.09 a year
- Part-time
- Hybrid work
- Bilingual
- Research
- Mid-level
- Relocation assistance
- Professional development assistance
Quick Apply
Associate, Wealth Strategist
Northern Trust Corp. —Jacksonville, FL
- Full-time
- Research
- Office
- US work authorization
- On-the-job training
Financial Advisor
First Command Financial Services, Inc. —Jacksonville, FL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Management Client Associate
Bank of America —Ponte Vedra Beach, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Equitable Advisors —Jacksonville, FL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Jacksonville Beach, FL
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
14d
Financial Advisor - Jacksonville, FL
Florida Financial Advisors —Jacksonville, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Sales Assistant - PNC Wealth Management
PNC Financial Services Group —Jacksonville, FL
- Full-time
- Office
- 3 years
- Associate's degree
- Wellness program
- Health savings account
Financial Professional – Retirement Benefits Group
Equitable Advisors —Jacksonville, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Merrill Advisor Development Program - Financial Advisor: North Florida Market
Bank of America —Jacksonville, FL
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Retirement Planner – Retirement Benefits Group
Equitable Advisors —Jacksonville, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Trainee (FL)
Bankers Life —Jacksonville, FL
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Senior Underwriter, Wealth Management - The Baldwin Group Financial Services
The Baldwin Group —Jacksonville, FL
- Full-time
- 3 years
- Travel
- Organizational skills
- Disability insurance
14d
Tax Manager - Private Wealth
Deloitte —Jacksonville, FL
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
4d
Asset & Wealth Management Tax Director
PRICE WATERHOUSE COOPERS —Jacksonville, FL
- $150,000 - $438,000 a year
- 6 years
- CPA
- Master's degree
- Paid holidays
- Health insurance

I want to receive the latest job alert for wealth manager in jacksonville fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near jacksonville fl

Senior Wealth Strategist

Northern Trust Corp. -
Jacksonville, FL

Apply Now

Job Details

Full-time
$130,530 - $228,380 a year

Benefits

Caregiver leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Series 7
Series 63

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role.

As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations.

What You’ll Do:

You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
You’ll work with ultra high net worth(UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you’ll do that year after year with persistence and patience.
You’ll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. And you’ll check-in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve.
You’ll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.
You understand this is an all-encompassing endeavor – and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.
You won’t be alone – you’ll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.

What will make you successful in the role:

You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
You have(or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs.
You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation. Keeping up-to-date with in-depth knowledge is key to long term success and credibility with your clients.
You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You’re willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client.
Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
Your strong communication skills will ensure you can understand clients’ needs and respond with the appropriate solutions.
You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolves here!

Salary Range:

$130,530 - 228,380 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

wealth manager jobs in jacksonville fl

Senior Wealth Strategist

Senior Relationship Advisor

Associate Financial Advisor

Private Wealth Management Registered Client Service Associate

Account Executive, Wealth Management

Trust Administrative Officer

Associate, Wealth Strategist

Financial Advisor

Wealth Management Client Associate

Wealth Management Associate

Senior Financial Advisor – Experienced Professionals

Financial Advisor - Jacksonville, FL

Sales Assistant - PNC Wealth Management

Financial Professional – Retirement Benefits Group

Merrill Advisor Development Program - Financial Advisor: North Florida Market

Retirement Planner – Retirement Benefits Group

Wealth Management Trainee (FL)

Senior Underwriter, Wealth Management - The Baldwin Group Financial Services

Tax Manager - Private Wealth

Asset & Wealth Management Tax Director

I want to receive the latest job alert for wealth manager in jacksonville fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected