Our client a boutique wealthmanagement firm located in sunny Naples Florida is looking for 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.
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 wealthmanagement firm located in sunny Naples Florida is looking for 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 por...
Legal Administrative Assistant - Energy
Previous legal administrative experience or executive administrative assistant level experience. We are seeking an Energy Legal Administrative Assistant (LAA) to join our office located in the East Village of Des Moines, Iowa. This position works in a results-driven and client-oriented environment a...
FINRA Operations Specialist (45303)
Our client, a thriving firm in Des Moines, is seeking a .Ideal candidates must be highly adept at learning and growth opportunities in the investment industry and currently hold FRINA Series licenses.Those with industry experience, strong communication skills, a talent for developing relationships, ...
Senior Business Analyst
Iowa Department of Management/Division of IT is seeking a local Business Analyst/Quality Analyst to support Iowa Workforce Development Unemployment Division with high profile modernization efforts. IWD is looking to hire an experienced Business Analyst/Quality analyst to support high profile unemplo...
Workday Financial Support Analyst
Aureon Consulting has an immediate need for a Workday Financial Support Analyst for a growing client in Central Iowa. Workday Financials Analyst supporting a. ...
Compliance Data Analyst III
Excellent understanding of relational databases, data models, and data integration processes. Performs complex data analysis to uncover patterns, trends, and anomalies related to ethics and compliance processes, including investigations data. Evaluates existing data sources and implements practices ...
Sr Data Governance Analyst (AI Governance focus)
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We're looking for a Sr Data Governance Analyst to join our Enterprise Data and Analytics team! You'll be responsible for implementing and executing the AI G...
Data Analytics Analyst
Farm Bureau Financial Services is seeking an innovative and motivated professional to join a collaborative team that uses data analytics to measure marketing and sales initiatives and inform decision making and strategy. At Farm Bureau Financial Services, we make insurance simple so our client/membe...
Business Systems Analyst - Product Cost Planning and Inventory Valuation
Minimum Qualifications:The candidate must have a bachelor's degree in computer engineering, Computer Science, Finance, Accounting, Business Administration, or related field and 4+ years of experience -OR- a master's degree in computer engineering, Computer Science, Finance, Accounting, Business Admi...