Investment Specialist - Naples
Job Description
Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team.
As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. You will be expected to create unique portfolios consisting of stocks and bonds.
The ideal candidate should have a proven track record of acquiring new clients, closing deals, and generating leads.
Key Responsibilities :
- Develop and implement effective strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients
- Build and maintain strong relationships with clients
- 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 Net worth 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.
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