Investment Specialist - Naples Jobs in Keller Executive International Search in Marshfield, WI - USA

Investment Specialist - Naples

Keller Executive International Search

Posted on : 16-05-2024

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1 Vacancy

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Job Location

Marshfield, WI - USA

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 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.

Responsibilities:

Develop and execute strategies to attract new clients and increase revenue

Provide financial planning and investment management services to clients

Foster and maintain strong client relationships

Analyze financial information and offer 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 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 Networth Individuals.

- 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

Company Industry

Key Skills

Apply Now

About Company

Keller Executive International Search

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Investment Specialist - Naples

Keller Executive International Search

Job Description

Requirements

Benefits

Employment Type

Company Industry

Key Skills

About Company

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