Financial Advisor - Naples

Our client, a boutique wealth management firm located in sunny Naples, Florida, is seeking a licensed and experienced Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios consisting of stocks and bonds. The ideal candidate should have a proven track record in acquiring new clients, closing deals, and generating leads.


Key Responsibilities:
• Develop and execute strategies to attract new clients and increase revenue
• Provide financial planning and investment management services to clients
• Foster and maintain strong client relationships
• Analyze financial information and offer 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 acquiring new clients and closing deals
• 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 

- Relocate to Naples, Florida. 

- Work exclusively with High Net worth Individuals.