Financial Advisor - Naples

Our client a boutique wealth management firm is seeking a licensed and experienced Financial Advisor to join their team in Naples Miami. As a Financial Advisor you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in bringing in new clients closing deals and generating leads.

Key Responsibilities:
Develop and implement strategies to attract new clients and increase revenue
Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
Build and maintain strong client relationships
Analyze financial information and provide recommendations
Stay uptodate with industry trends and regulations
Collaborate with team members to deliver exceptional client service

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.