Wealth Management Professional

4 weeks ago


Boca Raton, Florida, United States Nichols Wealth Partners Full time

Job Title: Wealth Management Professional

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Management Professional to assist us in our mission of helping clients achieve their financial goals. This is a unique opportunity to play a key role in the future success of our fast-growing organization.

Job Summary:

The Wealth Management Professional plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you.

Responsibilities:

  • Develops new client relationships.
  • Sources prospective client opportunities by capitalizing on networking and referrals.
  • Follows up on firm-generated leads.
  • Guides prospective clients through the sales process.
  • Services and delivers financial planning to client base.
  • Assists in research.
  • Assists in developing client presentations.
  • Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
  • Promotes the firm's wealth enhancement and planning services.
  • Promotes established investment models and strategies that are suitable for our targeted clients.
  • Adheres to all company and industry supervisory guidelines and policies.
  • Participates in required meetings, training, and continuing education requirements.
  • Assists the Firm's Principal Wealth Advisor as requested.
  • Performs other duties as assigned.

Requirements:

  • Sales experience.
  • At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
  • Active Series 7 and 63 licenses.
  • Active Series 65 or 66.
  • Life, Health, and LTC Licenses.
  • Clean U-4 and U-5 history.
  • Certified Financial Planner (CFP) (preferred but not necessary).

Preferred Qualifications:

  • Excellent verbal, written, presentation, and interpersonal communication skills.
  • Excellent relationship management skills.
  • Superior business development skills.
  • Excellent attitude and an extraordinary client service orientation.
  • A genuine interest in serving and caring for clients.
  • Excellent organizational and time management skills.
  • A burning desire to succeed.
  • Proficiency with Microsoft Office Suite/Emoney/Morningstar.
  • Bachelor's degree or higher strongly preferred.

About Us:

Nichols Wealth Partners offers a great working environment in a beautiful and professional office location. This is a unique opportunity to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.



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