Financial Advisor/Wealth Specialist

1 week ago

Naples, Florida, United States Keller Executive Search Full time
Job Opportunity: Financial Advisor/Wealth Specialist

About the Role:

Keller Executive Search is seeking a highly skilled and experienced Financial Advisor/Wealth Specialist to join our team. As a Financial Advisor/Wealth Specialist, you will be responsible for providing expert financial planning and investment advice to clients, helping them achieve their financial goals.

Key Responsibilities:

  • Develop and Implement Financial Strategies: Create and implement personalized financial plans for clients, taking into account their unique financial situations and goals.
  • Provide Investment Advice: Offer expert investment advice to clients, helping them make informed decisions about their financial portfolios.
  • Build and Maintain Client Relationships: Foster strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Stay Up-to-Date with Industry Trends: Stay current with the latest financial trends and regulations, ensuring clients receive the best possible advice.
  • Collaborate with Team Members: Work closely with other team members to deliver exceptional client service and achieve business objectives.

Requirements:

  • Series 7 License: Possess a valid Series 7 license and have a proven track record in financial planning and investment advice.
  • Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Financial Analysis Skills: Strong analytical skills, with the ability to analyze financial information and provide expert recommendations.
  • Knowledge of Financial Products: In-depth knowledge of financial products, including stocks, bonds, and other investment vehicles.

Benefits:

  • Competitive Salary: Receive a competitive salary and the opportunity to earn lucrative commission-based earnings.
  • Work with High Net Worth Individuals: Work exclusively with high net worth individuals, providing expert financial advice and guidance.
  • Relocation Opportunities: Consider relocation to Naples, Florida, and take advantage of the area's beautiful climate and outdoor recreational opportunities.

Equal Employment Opportunity:

Keller Executive Search is an equal opportunity employer, committed to providing a diverse and inclusive work environment. We welcome applications from qualified candidates who share our commitment to excellence and customer service.

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