Financial Advisor Expert

5 days ago


Sarasota, Florida, United States Glades Talent Full time

We are seeking an experienced Financial Advisor Expert to join our team at Glades Talent. As a key member of our team, you will work closely with clients to understand their business needs and objectives, offering tailored advice and solutions.

Key Responsibilities:
  • Conduct in-depth analysis of industry trends, market conditions, and business operations to provide data-driven recommendations.
  • Collaborate with internal teams to design and implement strategic initiatives that align with client goals.
  • Build and maintain strong relationships with clients, fostering trust and long-term partnerships.
  • Present findings and strategies to clients, offering clear and concise advice that aids in decision-making processes.
Qualifications:
  • Series 7 (Required)
  • Series 66 (Required)
  • Series 63 (Required)
  • Series 65 (Required)

The estimated salary for this position is $95,000 per year, based on the location and industry standards.



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