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Wealth Specialist

4 months ago

Columbus, United States Keller Executive International Search Full time
Job Description

Our client, a boutique wealth management firm located in the sunny city of Naples, Florida, is in search of a licensed and experienced Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios consisting of stocks and bonds. The ideal candidate should have a proven track record of acquiring new clients, closing deals, and generating leads.


Key Responsibilities:
• Develop and implement effective strategies to attract new clients and increase revenue
• Provide financial planning and investment management services to clients
• Build and maintain strong relationships with clients
• Analyze financial information and offer recommendations
• Stay up-to-date with industry trends and regulations
• Collaborate with team members to deliver exceptional client service




Requirements

• Series 7 License 

• Proven experience as a Financial Advisor with a focus on acquiring 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 
- Lucrative commissionable earnings 
- Relocate to Naples, Florida. 
- Work exclusively with High Net worth Individuals. 

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.