Financial Consultant

Moran Wealth Management LLC; Naples (FL); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Retirement plan

PTO and holidays

Parental leave

Professional development

Job summary

Moran Wealth Management LLC in Naples, FL seeks a seasoned Financial Consultant to guide clients in wealth management, planning, and risk management. You will develop tailored financial plans, manage investments, and help clients reach retirement goals.

The role requires 5+ years in financial services, strong communication, and the ability to build lasting relationships. In-person position with competitive compensation and benefits.

Qualifications

• Bachelor’s or MBA in Finance, Economics, Business or related field.
• CFA, CFP®, ChFC®, RICP®, CLU®, CPWA® or progress toward designation preferred.
• Minimum 5 years in financial planning, investment advisory, or wealth management.
• In-depth knowledge of markets, products, and risk management.
• Strong analytical and problem-solving skills; excellent communication.
• Ability to build and maintain client relationships with integrity.

Responsibilities

• Serve as trusted advisor guiding clients through planning, investment management, retirement planning, risk mitigation and wealth preservation.
• Meet with clients to identify financial needs and objectives.
• Develop customized financial plans aligned with short- and long-term goals.
• Assess financials and recommend strategies based on risk tolerance and market conditions.
• Monitor and review client portfolios regularly.
• Stay informed on industry trends, regulations, and investment products.
• Collaborate with portfolio managers and tax professionals to craft holistic strategies.
• Identify and cultivate new business opportunities and convert leads into clients.
• Ensure all interactions and plans comply with regulatory and firm standards.

Skills

Financial planning

Investment advisory

Wealth management

Interpersonal skills

Communication

Regulatory knowledge

Education

Bachelor’s or MBA degree in Finance, Economics, Business

CFA/ CFP® or related designation progress

Tools

CRM Platforms

Microsoft Excel

Financial Modeling Software

Job description

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.