Financial Consultant

Moran Wealth Management LLC; Naples (FL); In loco; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

Life and disability insurance

Retirement savings plan with employer

Generous PTO & holidays

Parental leave

Professional development and training

Educational reimbursement

Flexible work hours

Remote work options

Wellness programs

Referral bonuses

Descrizione del lavoro

Moran Wealth Management is seeking a Financial Consultant to guide clients through comprehensive financial planning, investments, and risk management in a client-focused advisory role. The position emphasizes building lasting relationships and delivering tailored strategies for retirement, estate, and tax planning.

You will collaborate with portfolio managers and tax professionals to develop holistic plans, meet with clients to assess needs, and identify opportunities for growth within

Competenze

• Bachelor’s or MBA degree in Finance, Economics, Business, or a related field.
• Preferred certifications: CFA, CFP®, ChFC®, RICP®, CLU®, CPWA® or progress toward obtaining these.
• Minimum 5 years of experience in financial planning, investment advisory, or wealth management.
• In-depth knowledge of financial markets, investment products, and risk management strategies.
• Strong analytical and problem-solving skills.

Mansioni

• Serve as a trusted advisor, guiding clients through financial planning, investment management, retirement planning, risk mitigation and wealth preservation strategies.
• Meet with clients to identify their financial needs and objectives.
• Develop customized financial plans that align with clients’ short-term and long-term financial objectives.
• Conduct thorough financial assessments and recommend investment strategies based on risk tolerance, market conditions, and financial goals.
• Monitor and review clients' financial portfolios regularly.
• Stay informed on industry trends, financial regulations, and investment products to provide clients with up-to-date guidance.
• Collaborate with internal teams to develop holistic financial strategies.
• Proactively identify and cultivate new business opportunities while maintaining client relationships.
• Contribute to business growth by presenting our services and converting leads into long-term client relationships.
• Ensure all client interactions and financial plans comply with regulatory and firm standards.

Conoscenze

Client advisory

Investment planning

Portfolio management

Regulatory compliance

Analytical skills

Communication skills

Formazione

Bachelor’s or MBA in Finance/Economics/Business

Certifications: CFA, CFP®, ChFC®, RICP®, CLU®, CPWA® or progress toward

Strumenti

Microsoft Excel

Financial modeling software

CRM platforms

Descrizione del lavoro

Description

As a Financial Consultant, you will play a pivotal role in helping clients make informed financial decisions, develop strategies for financial growth, and manage their financial risks. Your expertise will guide individuals in areas such as investments, retirement planning, tax planning, and estate planning. This position requires a deep understanding of financial markets, trends, and regulations, as well as strong interpersonal skills to build and maintain client relationships. This role is an in-person position.

Primary Responsibilities

• Serve as a trusted advisor, guiding clients through financial planning, investment management, retirement planning, risk mitigation and wealth preservation strategies.
• Meet with clients to identify their financial needs and objectives.
• Develop customized financial plans that align with clients’ short-term and long-term financial objectives.
• Conduct thorough financial assessments and recommend investment strategies based on risk tolerance, market conditions, and financial goals.
• Monitor and review clients' financial portfolios regularly.
• Stay informed on industry trends, financial regulations, and investment products to provide clients with the most up-to-date guidance.
• Collaborate with internal teams, including portfolio managers and tax professionals, to develop holistic financial strategies.
• Proactively identify and cultivate new business opportunities while maintaining and strengthening existing client relationships.
• Contribute to business growth by identifying potential clients, effectively presenting our services, and converting leads into long-term, loyal client relationships.
• Ensure all client interactions and financial plans comply with regulatory and firm standards.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive health, dental, and vision insurance
• Life and disability insurance
• Retirement savings plan with employer contributions
• Generous paid time off (PTO) package and holiday leave
• Paid parental leave
• Professional development opportunities and training programs
• Educational reimbursement plan
• Flexible work hours and remote work options
• Employee wellness programs
• Referral bonuses and employee appreciation programs

Requirements

Qualifications & Experience

• Bachelor’s or MBA degree in Finance, Economics, Business, or a related field.
• Preferred certifications: CFA, CFP®, ChFC®, RICP®, CLU®, CPWA® or progress toward obtaining these or a related designation.
• Minimum 5 years of experience in financial planning, investment advisory, or wealth management.
• In-depth knowledge of financial markets, investment products, and risk management strategies.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
• Proven ability to build and maintain client relationships with a high level of professionalism and integrity.
• Capable of working both independently and collaboratively as part of a team.
• Skilled in working with multiple clients and projects simultaneously.
• Ability to handle sensitive information with confidentiality and integrity.
• Experience working within an RIA or fee-based advisory firm is a plus.
• Proficiency in financial software tools (e.g. Microsoft Excel, Financial Modeling/Planning Software, CRM Platforms)

Moran Wealth Management ® is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment.