Our client a boutiquewealth management firm based in Naples Florida is currently seekinga licensed and experienced Financial Advisor to join their team.
Asa Financial Advisor you will be responsible for providing financialplanning and investment advice to clients with a focus on creatingunique portfolios made up of stocks and bonds.
The ideal candidateshould have a proven track record in bringing in new clientsclosing deals and generating leads.
KeyResponsibilities :
Develop and implement strategies toattract new clients and increase revenue
Providefinancial planning and investment management services to clients
Build and maintain strong client relationships
Analyze financial information and providerecommendations
Stay uptodate with industry trends andregulations
Collaborate with team members to deliverexceptional clientservice
Requirements
Series 7 License
Proven experience as a FinancialAdvisor with a focus on bringing in new clients and closingdeals
Strong communication and interpersonalskills
Ability to analyze financial information andprovide recommendations
Knowledge of stocks andbonds.
Benefits
Competitive Base Salary
Lucrative commissionable earnings
Relocate to Naples Florida.
Work exclusively with HighNetworth Individuals.
Series 7License Proven experience as a Financial Advisor with a focus onbringing in new clients and closing deals Strong communication andinterpersonal skills Ability to analyze financial information andprovide recommendations Knowledge of stocks andbonds.
Financial Advisor - Naples
Our client a boutiquewealth management firm based in Naples Florida is currently seekinga licensed and experienced Financial Advisor to join their team. Asa Financial Advisor you will be responsible for providing financialplanning and investment advice to clients with a focus on creatingunique portf...
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