Financial & Wealth Advisor

Financial & Wealth Advisor Role:

Job Summary:

We are seeking experienced Registered Investment Advisors (RIAs) to partner with a leading independent broker-dealer in the U.S., which has a market cap of over $20 billion. This is an ongoing search for advisors who already have a successful practice, typically managing a client portfolio of $30-40 million or more.

If you're ready to focus more on serving your clients and less on operational challenges, we want to explore how we can support your goals. Let’s discuss your current situation and future aspirations to see how we can help.

#ZR

Requirements

Who We're Looking For:

• Advisors with 20+ years in the industry who have built their own client base.
• Candidates currently managing their own business or working with partners, seeking enhanced support and resources.
• Individuals with...

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...