Investment Specialist

2 weeks ago


india Keller Executive International Search Full time
Job Description
Our client, a boutique wealth management firm located in 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. The firm specializes in creating unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in generating leads, closing deals, and bringing in new clients.
Responsibilities:
- Develop and execute strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
- Build and maintain strong relationships with clients
- Analyze financial information and provide 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 generating leads, closing deals, and bringing in new clients
- 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 
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.
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