{"id":3912050,"url":"https://alion.io/job/twonice-wealth-management-associate","title":"Wealth Management Associate","company":{"id":4471063,"name":"#twiceasnice Recruiting","domain":"twonice.com","url":"https://alion.io/company/twonice","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Jacksonville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-07T08:17:48Z","employer_posted_date":"2026-11-07","last_verified_at":"2026-11-07T18:23:35Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Wealth Management Associate\nLocation: Jacksonville, FL\nSalary: $70,000 - $85,000 + Benefits\nBenefits: Health/Dental/Vision Insurance, 401(k) w/ match, PTO, Professional Development Support\nJob Type: Full-Time | On-site\nTypical Hours: Monday-Friday, 40-45 hours/week\nTravel: Optional domestic travel\nStart Date: ASAP\nSponsorship is not available\nWealth Management Associate Description\nOur client in the wealth management industry is looking for a Wealth Management Associate to add to their team in Jacksonville, FL. In this role, you will prepare financial plans, support planning strategies, join client meetings, and help advisors deliver recommendations across investments, retirement, estate, tax, and risk planning. You will not be expected to cold call or build your own book of business. Instead, you will work closely with the firm’s owner, gain exposure to complex planning work, and build your expertise, credentials, and long-term credibility within an established firm. This role is designed for someone who brings both technical knowledge and an entrepreneurial mindset, thrives in a fast-paced environment, and takes pride in delivering accurate, thoughtful work. You’ll have the autonomy to shape your path within a collaborative firm that values initiative, precision, and strategic thinking. Your ideas will be heard, your impact will be visible, and your compensation will align with the value and experience you bring.\nWealth Management Associate Responsibilities\nPrepare financial plans and planning summaries for advisor review\nGather and organize client data for planning meetings\nAnalyze client goals, cash flow, assets, liabilities, and risk needs\nSupport planning across retirement, tax, estate, and insurance topics\nJoin client meetings and document follow-up items\nHelp advisors prepare and present planning recommendations\nReview financial documents for accuracy and completeness\nCoordinate with internal team members to support client needs\nMaintain accurate records in CRM and planning systems\nSupport client retention through responsive, accurate follow-up\nWealth Management Associate Qualifications\nBachelor’s degree required\nActive Series 7 license plus Series 63/65 or Series 66 required\n3+ years of financial services or wealth management experience required\nKnowledge across investments, insurance, tax, retirement, and estate planning required\nFamiliarity with financial planning tools/software & MS Office required\nProficiency with Excel, Word, and financial planning tools/software required","description_format":"text","description_chars":2530,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Professional development","Retirement plans","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Professional Services","Health & Medical Electronics","Recruiting & Staffing"],"lifecycle":[{"event":"open","at":"2026-11-07T08:17:48Z"}],"visa":[],"liveness":{"score":52,"band":"ok","label":"Likely open","p_open":1,"p_active":0.516,"p_room":1,"age_days":0,"expected_fill_days":26,"reasons":["conf:1","agency","win:early"],"computed_at":"2026-11-07T19:59:11Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":false},"html_url":"https://alion.io/job/twonice-wealth-management-associate","json_url":"https://alion.io/job/twonice-wealth-management-associate.json","meta":{"generated_at":"2026-11-07T19:59:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":31415,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-08T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4471063},"rest":"https://alion.io/mcp/rest/get_company?id=4471063"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftwonice-wealth-management-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftwonice-wealth-management-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftwonice-wealth-management-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/twonice-wealth-management-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftwonice-wealth-management-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3912050}},{"tool":"search_jobs","arguments":{"company":"twonice.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3912050},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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