Investment Specialist

Our client a boutique wealth management firm located in sunny Naples Florida is looking for an experienced and licensed 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 uptodate 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.
- 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.