Our client a boutiquewealth management firm located in sunny Naples Florida is lookingfor a licensed and experienced 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 portfolios consisting of stocks and bonds.
Theideal candidate should have a proven track record in acquiring newclients closing deals and generating leads.
KeyResponsibilities :
Develop andexecute effective strategies to attract new clients and increaserevenue
Provide financialplanning and investment management services toclients
Establish and maintainstrong relationships with clients
Analyze financial information and providerecommendations
Stay uptodatewith industry trends andregulations
Collaborate with teammembers to deliver exceptional clientservice
Requirements
Series 7 License
Provenexperience as a Financial Advisor with a focus on acquiring newclients and closing deals
Strongcommunication 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 boutiquewealth management firm located in sunny Naples Florida is lookingfor a licensed and experienced 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 por...
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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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