Private Client Advisor: Relationship-Driven Wealth Guide

Next Frontier Capital; Fort Lauderdale (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Next Frontier Capital is seeking a dedicated Financial Advisor in Fort Lauderdale, Florida. In this role, you will focus on building strong client relationships while providing personalized investment solutions. The ideal candidate will have a deep understanding of financial markets and strong leadership skills.

Qualifications include a valid Series 7 and Series 66 licenses, with a preference for a Bachelor's degree and CFP® certification. We provide a competitive total rewards package that includes comprehensive benefits and opportunities for professional growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active licenses are required or must be obtained.

Responsibilities

• Champion and support teammates’ success and department goals.
• Build a book of business focused on personalized investment solutions.
• Educate clients on financial markets and help them handle investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Next Frontier Capital is seeking a dedicated Financial Advisor in Fort Lauderdale, Florida. In this role, you will focus on building strong client relationships while providing personalized investment solutions. The ideal candidate will have a deep understanding of financial markets and strong leadership skills.

Qualifications include a valid Series 7 and Series 66 licenses, with a preference for a Bachelor's degree and CFP® certification. We provide a competitive total rewards package that includes comprehensive benefits and opportunities for professional growth.