Senior Wealth Manager & Portfolio Architect

Greenleaf Trust; Naples (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

A wealth management firm in Naples, Florida is seeking an experienced financial advisor to create, implement, and manage wealth management plans. The ideal candidate will possess a Bachelor's Degree and at least 5 years of experience in financial or investment management, along with strong communication skills and the ability to coordinate with clients effectively. This role requires active client engagement and the flexibility to travel occasionally for business meetings.

Qualifications

• Minimum of 5 years of experience in financial or investment management.
• Experience in creating and implementing wealth management plans.
• Familiarity with client-centric financial advisory work.

Responsibilities

• Meet with clients to discuss portfolio status and wealth management strategies.
• Create wealth management plans tailored to clients' objectives.
• Manage client portfolios according to asset allocation objectives.

Skills

Wealth management

Portfolio management

Client communication

Financial planning

Education

Bachelor's Degree

Certified Financial Planner®

Chartered Financial Analyst®

Tools

Office 365

M-Files

GWES

Job description

A wealth management firm in Naples, Florida is seeking an experienced financial advisor to create, implement, and manage wealth management plans. The ideal candidate will possess a Bachelor's Degree and at least 5 years of experience in financial or investment management, along with strong communication skills and the ability to coordinate with clients effectively. This role requires active client engagement and the flexibility to travel occasionally for business meetings.