Our client a boutiquewealth management firm located in sunny 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.
Key Responsibilities :
Develop and executestrategies to attract new clients and increase revenue
Provide financial planning and investment management services toclients
Foster and maintain strong client relationships
Analyze financial information and offer recommendations
Stay uptodate with industry trends and regulations
Collaborate with team members to deliver exceptionalclientservice
Requirements
Series 7 License
Proven experience as a FinancialAdvisor with a focus on acquiring 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 High Networth 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 located in sunny 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 portfol...
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