Company Description

Southern Impression Homes, LLC specializes in new home construction and sales throughout several new communities in Jacksonville, Florida. The company is expanding to other locations in Florida and Georgia. Southern Impression Homes is dedicated to providing high-quality, newly constructed homes that meet the needs of their clients. The company’s goal is to build thriving, sustainable communities.

Role Description

This is a full-time hybrid role for an Investment Counselor based in Jacksonville, FL. The Investment Counselor will be responsible for providing financial planning and investment advice, developing individualized investment strategies, and managing client portfolios. The role requires regular client interactions to address investment needs and provide exceptional customer service. Some work from home is acceptable.

Qualifications

• Skills in Financial Planning and Finance
• Experience with Investments and Investment Strategies
• Strong Customer Service skills
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certification such as CFP (Certified Financial Planner) or similar is a plus