Financial Advisor Fort Myers, FL

Fort Myers, FL - USA

Yearly Salary: $ 50000 - 70000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position: Financial Advisor
Firm: Evolution Retirement Services
Location: Fort Myers FL

Overview:

At Evolution Retirement Services in Fort Myers FL were looking for a passionate driven and customer-centric professional to become our next Financial Advisor!

At Evolution Retirement Services we envision a future where financial management transcends traditional boundaries becoming an integral part of our clients family journeys. We are not just financial advisorswe strive to be an extension of each family crafting a financial blueprint for life that evolves alongside them.

If you thrive on building meaningful relationships enjoy working side-by-side with clients and love the challenge of consistently exceeding expectations we want to connect with you!

What youll do:

Develop personalized financial plans incorporating estate planning tax strategies and investment management tailored to client needs
Proactively network and leverage referrals to expand client base
Conduct thorough financial analysis using advanced financial software and research tools
Manage client portfolios ensuring alignment with their long-term wealth management objectives
Advise clients on cash management asset allocation and risk mitigation strategies
Maintain up-to-date knowledge of wills trusts estate law and relevant regulatory changes
Build and nurture strong client relationships through effective customer relationship management techniques
Assist clients with banking services including cash flow analysis and account management
Support sales efforts by presenting financial products and services that meet client needs
Collaborate with legal professionals on estate planning documents such as wills and trust
Stay informed about market trends and conduct research to inform strategic planning decisions
Maintain and update client information using the firms CRM system - Wealthbox

What Were Looking For:

CFP or CFA are a plus!
3 years experience in the financial industry
Proven experience or strong knowledge in estate planning tax law or related legal area
Strong understanding of financial concepts including portfolio management cash flow analysis and asset allocation
Excellent math skills with the ability to interpret complex financial data
Experience in customer relationship management within a financial services environment
Working knowledge of banking operations and asset management practices
Ability to communicate complex financial information clearly to clients and team members

Bonus Points:

Proficiency with financial analysis tools and software; experience with technical accounting or public accounting is a plus
Background in financial sales investment management or wealth management preferred

What Youll Get:

Pay & Perks:

$50000 - $70000/year based on experience

401(k)
Health insurance
Paid time off
Annual firm paid trip if the firms goals are met

Schedule:

In office: Monday Friday 9am 5pm
Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Unclear Seniority

Position: Financial AdvisorFirm: Evolution Retirement ServicesLocation: Fort Myers FLOverview:At Evolution Retirement Services in Fort Myers FL were looking for a passionate driven and customer-centric professional to become our next Financial Advisor!At Evolution Retirement Services we envision a f...