Capital Analysts

Description

We are looking for three to five young professional Financial Advisors to join our Jacksonville, Florida fee-based financial planning, wealth management and employee benefits firm who may be interested in the opportunity to become future owners. The Financial Advisors we seek must demonstrate a broad base of knowledge across all functions of financial planning including investments, retirement analysis, estate planning, insurance, wealth management, and employee benefits. New business development is a primary function of this position.

There's an adage that says, "If you fail to plan, you plan to fail." There's a lot of truth to that statement, especially in today's financial world. With a tremendous number of options in investments, insurance, real estate and other financial services, creating a comprehensive plan seems like a daunting task. That's where Capital Analysts of Jacksonville steps in and provides a much-needed helping hand. Our advisors are here to help you make informed decisions about your finances that are the precisely right choices for you. Our planning services are process driven, not product driven.

Our firm is dedicated to leading clients into a secure financial future with a purpose and a plan. Capital Analysts of Jacksonville, Florida, Inc. is a fee-based financial plan consulting, wealth management and employee benefits firm. The firm’s professional team takes a holistic approach to helping clients make informed financial decisions that are right for them, their families and their life goals.

Capital Analysts of Jacksonville specializes in providing financial guidance, services and products tailored to the needs of our clients. Implementation of many financial plans involves the purchase of investment product(s) and/or insurance product(s). Although clients are under no obligation to purchase any product from Capital Analysts of Jacksonville, the firm has access to thousands of non-proprietary top-quality investment and insurance products.

Third , at Capital Analysts of Jacksonville we are committed to developing long-term relationships with our clients. Our business revolves around customer service and quality advice. We want to be our client’s financial advisor for life, and hopefully the life of their children. At Capital Analysts of Jacksonville, we believe there is more to the client relationship than just financial transactions.

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