Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.
Key Responsibilities:
Develop and implement strategies to attract new clients and increase revenue
Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
Build and maintain strong client relationships
Analyze financial information and provide recommendations
Stay up-to-date 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 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
Benefits
Competitive Base Salary
Work exclusively with High Net Worth individuals.
Relocate to Naples, Florida.
Lucrative commissionable earnings. Be part of a boutique firm where the current advisors earn between $400k and $800k in commission per annum.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales
Industries
Primary and Secondary Education and Non-profit Organizations
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