Financial Advisor

Financial Advisor

A Privately owned Register Investment Advisor is seeking a highly motivated Financial Advisor to join their growing firm in Naples, FL.

This firm provides a great experience for the Advisor so you can focus on the needs of your clients with top-market technology. This firm recognizes that this is your practice and they support you in optimizing your practice for the optimum outcome for your clients.

Ideal Advisor will have a portable book of 20M AUM

Responsibilities:

• Monitor clients financial situations
• Develop and maintain financial planning solutions
• Perform research on client databases and financial plans
• Create details portfolio reviews, security analysis and present at client meetings
• Practical office hours to help Advisors turn automation into high-touch client experience

Qualifications:

3+ years of experience as an Financial Advisor

Series 7 and 66 or 63/65

BA degree

• Experience with Financial Planning Software