Posted: Wed Feb 07 2024
Naples, Florida
Wealth Advisor | Naples, FL
*This is a salaried role with the opportunity to receive variable compensation based on new business generation. Salary determined/influenced by factors such as experience level, certifications/designations, etc.
Registered Investment Advisor (RIA) seeks driven wealth management professional to join their growing team to help manage and grow client relationships across investment management, retirement planning, and estate planning.
Responsibilities:
Conduct thorough client assessments to understand financial goals, risk tolerance, and investment preferences
Develop comprehensive financial plans encompassing investment management, retirement planning, estate planning, tax strategies, and risk management
Help construct investment portfolios aligned with client objectives and risk profiles
Monitor market trends and investment performance to make informed recommendations and adjustments
Provide ongoing financial guidance and communication to clients, addressing inquiries and concerns promptly
Cultivate strong client relationships through regular meetings, reviews, and educational workshops
Collaborate with internal teams to optimize client outcomes and ensure seamless service delivery
Stay abreast of industry regulations, best practices, and product offerings to uphold compliance standards and enhance client outcomes
Requirements:
Bachelor's degree
5+ years of experience in financial planning/investment management
Series 7 and 65 licenses
Proven track record of developing and maintaining new client relationships
Experience with Advent Black Diamond and Redtail CRM is a plus
Excellent communication and interpersonal skills, with a client-centric mindset
Detail-oriented with a commitment to accuracy and compliance
Ability to thrive in a team-oriented environment