Investment Specialist - Naples
Investment Specialist - Naples
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Not Disclosed
Salary Not Disclosed
1 Vacancy
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. In this role 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 of bringing in new clients closing deals and generating leads.
Requirements
Benefits
- 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
