Retirement Consultant

Our client, Revision Wealth Management, is a premier wealth management firm specializing in delivering high- touch, highly customized financial solutions. With two current branch locations, and a team dedicated to serving high-net-worth and mass affluent clients, we strive for operational excellence, innovation, relentless accuracy and client satisfaction.

About the Role:

We are continuing to expand our advisory presence in Jacksonville and seeking confident, client-focused Retirement Consultants to guide individuals and families through the retirement planning process. This role blends education, connection, and consulting — helping clients understand their options and make informed decisions with clarity and confidence.

What You’ll Do:

• Meet with clients and prospects to discuss retirement strategies
• Guide individuals through the planning process with empathy and expertise
• Communicate complex ideas in a clear, accessible way
• Build strong, trust-based relationships
• Support the firm's mission of delivering thoughtful, strategic retirement guidance

What We’re Looking For:

• Strong communication and interpersonal skills
• A natural ability to educate and connect
• A client-first mindset with a commitment to excellence
• Confidence and presence in one-on-one and group conversations
• Financial services experience preferred but not required for the right candidate

Why Join Us:

This is an opportunity to grow with a firm that values tradition, integrity, and forward-thinking strategy. You’ll make a meaningful impact on the lives of clients while building a strong advisory career.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Work Location: Hybrid remote in Jacksonville, FL 32256