Hybrid Financial Advisor for High-Net-Worth Portfolios

Abacus Capital Advisors, LLC; Plantation (FL); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Abacus Capital Advisors, LLC is seeking a full-time Financial Advisor in Plantation, FL. You will meet with clients, assess their financial goals, and develop comprehensive plans covering investments, retirement, and wealth strategy.

The role involves monitoring client portfolios, providing ongoing advice, and collaborating with the investment team to implement customized solutions. You will nurture long-term client relationships, respond to inquiries, and ensure recommendations comply with

Qualifications

• Proven ability to develop comprehensive strategies for investments, retirement, and wealth planning.
• Strong analytical and interpersonal skills for client consultations and portfolio reviews.
• Experience delivering ongoing advisory services with regulatory compliance.

Responsibilities

• Meet with clients to assess financial goals and current situation.
• Develop comprehensive plans covering investments, retirement, and wealth strategy.
• Monitor portfolios and provide ongoing advice, adjusting strategies as markets move.

Skills

Financial Planning

Retirement Planning

Investment Analysis

Advisory Experience

Communication

Regulatory Compliance

Education

Bachelors in Finance

CFP or CFA (beneficial)

Tools

Financial Planning Software

Portfolio Management Tools

Job description

Abacus Capital Advisors, LLC is seeking a full-time Financial Advisor in Plantation, FL. You will meet with clients, assess their financial goals, and develop comprehensive plans covering investments, retirement, and wealth strategy.

The role involves monitoring client portfolios, providing ongoing advice, and collaborating with the investment team to implement customized solutions. You will nurture long-term client relationships, respond to inquiries, and ensure recommendations comply with