Financial Wealth Planner | Investment & Retirement Strategy

Moran Wealth Management LLC; Naples (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

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

Job summary

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

Qualifications

• 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.

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 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.

Skills

Client advisory

Investment planning

Portfolio management

Regulatory compliance

Analytical skills

Communication skills

Education

Bachelor’s or MBA in Finance/Economics/Business

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

Tools

Microsoft Excel

Financial modeling software

CRM platforms

Job description

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