Investment Advisor
3 weeks ago
We are seeking a highly skilled Investment Specialist to join our team at Keller Executive Search. As a leading boutique wealth management firm, we provide exceptional financial planning and investment advice to our clients.
Key Responsibilities:
- Develop and implement effective strategies to attract new clients and increase revenue
- Provide personalized financial planning and investment management services to clients, focusing on creating unique portfolios made up of stocks and bonds
- Build and maintain strong relationships with clients, ensuring exceptional customer service
- Analyze financial information and provide expert recommendations
- Stay up-to-date with industry trends and regulations
- Collaborate with team members to deliver outstanding 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
- Opportunity to work exclusively with High Net Worth individuals
- Relocation to Naples, Florida
- Lucrative commissionable earnings, with current advisors earning between $400k and $800k in commission per annum
We are an equal opportunity employer and comply with all applicable laws and regulations regarding employment practices. If you are a qualified candidate, please submit your application for consideration.
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