Job Description
Our client, a boutique wealth management firm located in Naples, Florida, is looking for a licensed and experienced 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 unique portfolios consisting of stocks and bonds.
The ideal candidate should have a proven track record in acquiring new clients, closing deals, and generating leads.
Responsibilities :
- Develop and execute strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients
- Foster and maintain strong client relationships
- Analyze financial information and offer 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 acquiring 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
- Lucrative commissionable earnings
- Relocate to Naples, Florida.
- Work exclusively with High Networth Individuals.
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.
Financial Advisor - Naples
Our client, a boutique wealth management firm located in Naples, Florida, is looking for a licensed and experienced 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 unique...
Financial Advisor - Naples
Our client, a boutique wealth management firm located in Naples, Florida, is looking for a licensed and experienced 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 unique...
Financial Advisor - Naples
Our client a boutiquewealth management firm located in 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 portfolio...
Financial Advisor - Naples
Our client, a boutique wealth management firm located in Naples, Florida, is looking for a licensed and experienced 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 unique...
Financial Advisor - Naples
Our client, a boutique wealth management firm located in Naples, Florida, is looking for a licensed and experienced 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 unique...
Independent Financial Advisor
Prudential Advisors is looking for experienced financial professionals who are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. The look and...
Financial Advisor
Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to capitalize on your e...
Senior Financial Advisor
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a h...
Financial Advisor - Milwaukee and surrounding area
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Administrative Assistant - Financial Firm
This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include:. Administrative Assistant Do you ...