Private Wealth Growth Advisor

Next Frontier Capital; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Next Frontier Capital in Boca Raton, Florida, is seeking a Select Growth Advisor to enhance the client experience in Chase Wealth Management. This role involves delivering personalized financial planning and investment solutions while focusing on client relationship management.

The ideal candidate will have at least 4 years of experience in financial services, strong analytical skills, and the ability to work with senior advisors. A valid Series 7 and 66 licenses are required, along with a Bachelor's degree preferred.

We offer a competitive rewards package, including comprehensive health benefits and opportunities for commission-based pay.

Qualifications

• Minimum of 4 years of financial services experience required.
• Strong success in cultivating and maintaining client relationships.
• Valid Series 7 and Series 66 licenses required.
• Self-starter with ability to work independently.

Responsibilities

• Deliver personalized investment solutions to clients.
• Attend product rollouts and meetings to stay current.
• Ensure implementation of financial planning strategies.
• Support proactive and reactive client communication.

Skills

Financial services experience

Client relationship management

Investment product knowledge

Analytical skills

Professional communication

Education

Bachelor's degree

Tools

Planning software

Job description

Next Frontier Capital in Boca Raton, Florida, is seeking a Select Growth Advisor to enhance the client experience in Chase Wealth Management. This role involves delivering personalized financial planning and investment solutions while focusing on client relationship management.

The ideal candidate will have at least 4 years of experience in financial services, strong analytical skills, and the ability to work with senior advisors. A valid Series 7 and 66 licenses are required, along with a Bachelor's degree preferred.

We offer a competitive rewards package, including comprehensive health benefits and opportunities for commission-based pay.