Last updated 2026-06-25
33 Wealth Management jobs in Jacksonville ()
Browse 33 Wealth Management jobs across Jacksonville, including Registered Client Service Associate, Client Executive, Wealth Solutions Advisor SAFE Act, Personal Financial Counselor; Jacksonville, FL, and Associate, Wealth Strategi roles. Listings are updated hourly and include salary data where available.
Wealth Management jobs in Jacksonville
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in Jacksonville from companies including Bank of America, Truist Bank, Early Career, 001 The Northern Trust Company, Morgan Stanley, Professional, and Wells Fargo.
- Common titles include Registered Client Service Associate, Client Executive, Wealth Solutions Advisor SAFE Act, Personal Financial Counselor; Jacksonville, FL, and Associate, Wealth Strategi.
- Roles span entry, senior, and mid levels.
- Recent postings include registered client, client executive, relationship banker, financial advisor, and financial solutions roles.
- Most listed roles are in Jacksonville (28), with openings also in Ponte Vedra Beach (5).
- Reported pay for Wealth Management jobs near Jacksonville ranges around $76,560-$155,880 annually (P25-P75 across 13 postings that disclosed pay).
- Explore Wealth Management salaries in Florida in Salary Explorer.
Wealth Management jobs in Jacksonville
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in Jacksonville from companies including Bank of America, Truist Bank, Early Career, 001 The Northern Trust Company, Morgan Stanley, Professional, and Wells Fargo.
- Common titles include Registered Client Service Associate, Client Executive, Wealth Solutions Advisor SAFE Act, Personal Financial Counselor; Jacksonville, FL, and Associate, Wealth Strategi.
- Roles span entry, senior, and mid levels.
- Recent postings include registered client, client executive, relationship banker, financial advisor, and financial solutions roles.
- Most listed roles are in Jacksonville (28), with openings also in Ponte Vedra Beach (5).
- Reported pay for Wealth Management jobs near Jacksonville ranges around $76,560-$155,880 annually (P25-P75 across 13 postings that disclosed pay).
- Explore Wealth Management salaries in Florida in Salary Explorer.
Snapshot updated 20m ago
Associate, Wealth Strategi
Jun 24
Jacksonville
entry
Full Time
Responds to personal financial planning client inquiries for account information or initiates transactions requested by the client.
Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner''s or client''s…
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Senior Wealth StrategistJun 23
Jacksonville
mid
Full Time
Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners acros…
In this role you will: Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑dri…
Jacksonville
mid
Full Time
This role is ideal for professionals who take ownership of their pipeline, thrive in high-volume servicing, and deliver strong customer…
Strong advisory and relationship management skills.
Jacksonville
entry
Full Time
$120k-150k/yr
This opportunity is ideal for an attorney who wants meaningful client contact, direct access to experienced mentors, and exposure to…
About the Role You will support high-net-worth individuals, business owners, executives, entrepreneurs, families, fiduciaries, and charitab…
Universal Banker
Jun 16
Jacksonville
mid
Full Time
Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment includi…
Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
Jacksonville
mid
Full Time
$75k-90k/yr
Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all tr…
This role is responsible for helping clients with complex trading, servicing and relationship needs.
Jacksonville
entry
Full Time
$85k/yr
Responsibilities Prepare financial plans and planning summaries for advisor review Gather and organize client data for planning meeting…
This role is open to candidates with a strong wealth planning foundation, from hands-on Wealth Planners to more experienced Associate…
Ponte Vedra Beach
entry
Full Time
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials…
Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and comple…
Financial Advisor, SVP
Jun 11
Jacksonville
mid
Full Time
Actively and positively participates in Private Wealth Management team interactions, partnering with the team's subject matter experts on b…
Required Knowledge, Skills, & Abilities: Private Wealth Management experience Demonstrated knowledge of investments and financial markets T…
Jacksonville
mid
Full Time
Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5.
Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific e…
Jacksonville
mid
Full Time
$76.6k-106.8k/yr
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Ho…
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
Jacksonville
senior
Full Time
What you will be doing You will lead client strategy and analytics for FIS’ Client Office, setting a clear strategic…
You will work closely with senior leaders to turn insight into action, shaping how FIS engages, retains and grows its…
Jacksonville
entry
Full Time
This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver…
The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the…
Investment Advisor
Jun 6
Jacksonville
mid
Responsibilities Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of…
Manage Profile Saved Jobs Join the Talent Community Life at Navy Federal About Us Benefits Our Culture Moments in the…
Jacksonville
mid
This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consiste…
Advisor Partnership & Practice Management Partner with Wealth Advisors to support client segmentation, service tiering, and strategic plann…
Jacksonville
mid
Full Time
$103.9k-155.9k/yr
Must possess strong client service and problem solving skills, ability to independently manage portfolio of transactions, negotiate and onb…
Minimum 6 years of Corporate Trust or relevant experience Comprehensive knowledge of the risk and control environment impacting Citi Demons…
Jacksonville
mid
Full Time
$103.9k-155.9k/yr
Must possess strong client service and problem solving skills, ability to independently manage portfolio of transactions, negotiate and onb…
* Minimum 6 years of Corporate Trust or relevant experience * Comprehensive knowledge of the risk and control environment impacting…
Jacksonville
mid
$112.5k/yr
Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) (1713414), Ernst & Young U.S. LLP, Jacksonville, FL.
Must have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while servin…
Financial Advisor
May 21
Jacksonville
senior
Full Time
$79k-127k/yr
The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews…
Create opportunities within your network Drive referrals from existing clients Mentor and train individuals on the team in technical areas…
Jacksonville
mid
Full Time
$58.4k
3+ years of financial counseling experience.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financ…
Jacksonville
senior
Full Time
As Market Leader, you will work in close partnership with advisors and clients, playing an active role in new client…
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure…
Jacksonville
mid
Full Time
3+ years of financial counseling experience.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financ…
Jacksonville
mid
The Expertise We’re Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations…
Ability to profile to understand planning needs and identify appropriate solutions You have a vested interest in building relationships and…