Investment Specialst

1 week ago

India Keller Executive International Search Full time
Job Description


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.

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 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.

  • Investment Specialst

    1 month ago

    india Keller Executive International Search Full time

    Job Description 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...