Our client a boutiquewealth management firm located in Naples Florida is seeking alicensed and experienced Financial Advisor to join their team.
As aFinancial Advisor you will be responsible for providing financialplanning and investment advice to clients with a focus on creatingunique portfolios consisting of stocks and bonds.
The idealcandidate should have a proven track record in acquiring newclients closing deals and generating leads.
KeyResponsibilities :
Develop andimplement effective strategies to attract new clients and increaserevenue
Provide financialplanning and investment management services toclients
Build and maintain strongrelationships with clients
Analyze financial information and offerrecommendations
Stay uptodatewith industry trends andregulations
Collaborate with teammembers to deliver exceptional clientservice
Requirements
Series 7 License
Proven experience as a Financial Advisor with a focus on acquiringnew clients and closing deals
Strong communication and interpersonalskills
Ability to analyzefinancial information and providerecommendations
Knowledge ofstocks andbonds.
Benefits
Competitive Base Salary
Lucrative commissionable earnings
Relocate to Naples Florida.
Work exclusively with High Networth Individuals.
- Series 7License - Proven experience as a Financial Advisor with a focus onbringing in new clients and closing deals - Strong communicationand interpersonal skills - Ability to analyze financial informationand provide recommendations - Knowledge of stocks andbonds.
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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...
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