drjobs Investment Specialist - Naples

Investment Specialist - Naples

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1 Vacancy
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Job Location drjobs

Milwaukee, WI - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

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 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

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