Private Client Advisor – Sarasota: Digital Wealth & Growth

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

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Next Frontier Capital in Sarasota, Florida, seeks a Financial Advisor to deliver personalized investment solutions while emphasizing relationship management and client education. The role demands a keen understanding of financial markets and sound business judgment.

A successful candidate will possess at least 2 years of experience, hold a valid Series 7 and Series 66 license, and exhibit unwavering integrity toward clients.

The company offers a competitive rewards package, comprehensive benefits, and values diversity and inclusion in the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• A valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Champion teammate success while fostering diversity.
• Build a book of business by delivering personalized investment solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client relations

Financial market knowledge

Goal-based planning

Sales skills

Education on technology

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

Next Frontier Capital in Sarasota, Florida, seeks a Financial Advisor to deliver personalized investment solutions while emphasizing relationship management and client education. The role demands a keen understanding of financial markets and sound business judgment.

A successful candidate will possess at least 2 years of experience, hold a valid Series 7 and Series 66 license, and exhibit unwavering integrity toward clients.

The company offers a competitive rewards package, comprehensive benefits, and values diversity and inclusion in the workplace.