Private Wealth Financial Advisor – Client Growth

ReKruiting Advisors LLC.; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

ReKruiting Advisors LLC. in West Palm Beach is seeking a Financial Advisor in Private Banking. The role involves advising clients on financial products, increasing and retaining client assets, and mentoring financial advisors.

The ideal candidate will analyze clients' financial situations and recommend suitable investment alternatives. Responsibilities include conducting investment seminars, leading administrative tasks, and providing excellent client support in a wealth management setting.

Qualifications

• Experience in advising clients on financial products.
• Ability to analyze and determine suitable financial solutions.
• Strong understanding of wealth management.

Responsibilities

• Lead administrative functions of the branch office.
• Advise clients on financial products suited to their needs.
• Meet with clients to assess their financial situation.
• Conduct investment seminars to promote bank products.
• Mentor financial advisors and conduct training sessions.

Skills

Client Advising

Investment Analysis

Financial Product Knowledge

Problem Resolution

Relationship Building

Job description

ReKruiting Advisors LLC. in West Palm Beach is seeking a Financial Advisor in Private Banking. The role involves advising clients on financial products, increasing and retaining client assets, and mentoring financial advisors.

The ideal candidate will analyze clients' financial situations and recommend suitable investment alternatives. Responsibilities include conducting investment seminars, leading administrative tasks, and providing excellent client support in a wealth management setting.