Investment Specialist
Investment Specialist
Posted on :
16-05-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
16-05-2024
Job Description
Our client a boutique wealth management firm located in 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. The firm specializes in creating unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in generating leads closing deals and bringing in new clients.
Responsibilities:
Develop and execute 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 relationships with clients
Analyze financial information and provide recommendations
Stay uptodate 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 generating leads closing deals and bringing in new clients
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
- 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.
Employment Type
Full Time
Key Skills
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