Wealth Specialist - ....
Wealth Specialist - Naples
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
Req ID : 2843370
Our client a boutique wealth management firm located in sunny 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.
Key Responsibilities:
Develop and implement effective strategies to attract new clients and increase revenue
Provide financial planning and investment management services to clients
Build and maintain strong relationships with clients
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 Net worth 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
Key Skills
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