Investment Specialist

Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for 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 in 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.