Investment Specialist - Naples
Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida.
As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds.
The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.
Key Responsibilities :
- Develop and implement strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
- Build and maintain strong client relationships
- Analyze financial information and provide recommendations
- Stay up-to-date with industry trends and regulations
- Collaborate with team members to deliver exceptional client service
Requirements
- Series 7 License
- Proven experience as a Financial Advisor with a focus on bringing in new clients and closing deals
- Strong communication and interpersonal skills
- Ability to analyze financial information and provide recommendations
- Knowledge of stocks and bonds.
Benefits
- Competitive Base Salary
- Work exclusively with High Net Worth individuals.
- Relocate to Naples, Florida.
- Lucrative commissionable earnings. Be part of a boutique firm where the current advisors earn between $400k and $800k in commission per annum.
Investment Specialist - Naples
Our client a boutiquewealth management firm located in sunny Naples Florida is lookingfor an experienced and licensed Financial Advisor to join theirteam. As a Financial Advisor you will be responsible for providingfinancial planning and investment advice to clients with a focus oncreating unique po...
Investment Specialist - Naples
Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. Provide financial planning and investment m...
Investment Specialist - Naples
Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating...
Investment Specialist - Naples
Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating...
Investment Specialist - Naples
Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating...
Investment Specialist - Naples
Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating...
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