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Financial Services Professional

2 months ago

Boca Raton, Florida, United States Evershore Financial Group Full time
About Evershore Financial Group

We are a dynamic and forward-thinking financial services organization dedicated to providing exceptional wealth management solutions to individuals and businesses. Our team of experienced professionals is passionate about helping clients achieve their financial goals and build a secure future.

Job Summary

We are seeking a talented and entrepreneurial-minded Financial Advisor to join our team. As a key member of our organization, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the growth and success of our company.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to the unique needs of clients
  • Build and maintain strong relationships with clients, providing exceptional service and support
  • Stay up-to-date with industry trends and developments, ensuring you have the latest knowledge and expertise to provide the best possible advice
  • Collaborate with our dedicated support staff to process business efficiently and effectively
  • Participate in ongoing training and education to enhance your skills and knowledge
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package
  • Access to a wide range of financial products and services
  • A collaborative and team-oriented culture
Requirements
  • FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Entrepreneurial mindset and a desire to build a successful practice
  • Commitment to ongoing learning and professional development

If you are a motivated and ambitious Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity. We look forward to hearing from you