Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Fort Lauderdale (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Fairygodboss is looking for a Private Client Advisor to offer tailored financial advice and support to a diverse clientele. This role requires a minimum of 2 years of experience in financial services, with licenses including Series 7 and 66. You'll be instrumental in building a robust book of business while enhancing client relations through integrity and commitment.

The ideal candidate will have strong financial advisory skills and a passion for educating clients about investment opportunities and technology.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship maintenance.
• Valid Series 7 and Series 66 licenses required or needed within 60 days.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Build and manage a book of business through relationship management.
• Educate clients on investment technology and options available.

Skills

Financial advisory

Client relationship management

Sales and networking

Financial coaching

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Financial planning software

CRM systems

Job description

Fairygodboss is looking for a Private Client Advisor to offer tailored financial advice and support to a diverse clientele. This role requires a minimum of 2 years of experience in financial services, with licenses including Series 7 and 66. You'll be instrumental in building a robust book of business while enhancing client relations through integrity and commitment.

The ideal candidate will have strong financial advisory skills and a passion for educating clients about investment opportunities and technology.