Job Description
Our client, a boutique wealth management firm located in Naples, Florida, is seeking 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.
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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