Financial Consultant

2 weeks ago


Fort Lauderdale, Florida, United States Staffing Ninja Full time
Job Title: Financial Advisor

Location: Plantation, Florida

Duration: Full Time Permanent

Shift: 8 Hours a day, 40 hours a week

Pay range: USD According to experience Annually/Yearly + Relocation package and benefits

Role Description:

This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for mainly bringing assets and building relationships, as all the investing is done by the firm's two portfolio managers. This allows the advisor to focus on the asset gathering part of the business.

Key Responsibilities:

  • Bring in new assets and build relationships with clients
  • Work closely with portfolio managers to develop investment strategies
  • Focus on asset gathering and business development

Requirements:

  • Series 65 license or ability to bring in assets and clients
  • Experience in Finance and Investments
  • Financial Advisory expertise
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Knowledge of financial regulations and compliance
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Certifications such as CFP (Certified Financial Planner) are a plus

What We Offer:

  • Attractive payout with equity participation for the right candidate
  • Opportunity to work with a reputable firm in the financial industry
  • Chance to develop your skills and expertise in financial advisory


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