Investment Specialist - Naples
Keller Executive Search
Cincinnati, ohio
Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making 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 with a focus on creating unique portfolios made up of stocks and bonds
- 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...