Investment Specialist

4 weeks ago

Antioch, United States Keller Executive Search Full time

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.

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