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Wealth Specialist
2 weeks ago
Our client, a boutique wealth management firm located in Naples, Miami, is currently seeking 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 made up of stocks and bonds.
The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.Key Responsibilities:
- Develop and implement strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients
- Build and maintain strong client relationships
- Analyze financial information and provide recommendations
- Stay up-to-date with industry trends and regulations
- Collaborate with team members to deliver exceptional client service
- 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.
- Lucrative commissionable earnings
- 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.
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