Wealth Advisor

The Misch Group; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Life insurance

Dental

Vision

401k with match

PTO

Job summary

A financial services firm in Miami is seeking a highly motivated Financial Advisor to provide comprehensive financial planning and investment management. The ideal candidate will build strong client relationships, meet business growth objectives, and have an established book of business. Required qualifications include an active Series 65 or 66 license and experience in the financial services industry. Benefits include health insurance, dental, vision, and a 401k plan.

Qualifications

• Experience as a Financial Advisor.
• Active Series 65 or 66 license required.
• Active Health and Life Insurance licenses required.
• Established book of business required.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Provide ongoing financial advice and support to clients.
• Build and maintain strong client relationships.
• Acquire and manage a book of business.

Skills

Client relationship management

Financial planning principles

Investment strategies

Excellent communication

Self-motivated

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

CRM systems

Job description

Job Summary

We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry.

Responsibilities

• Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
• Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
• Build and maintain strong client relationships, fostering trust and long-term partnerships.
• Acquire and manage a book of business, expanding the firm\'s client base.
• Conduct thorough financial analyses and market research to identify investment opportunities.
• Ensure compliance with all regulatory requirements and ethical standards.
• Participate in business development activities, including networking and client acquisition.
• Stay up-to-date on industry trends, regulations, and product offerings.

Qualifications

• Experience as a Financial Advisor.
• Active Series 65 or 66 license required.
• Active Health and Life Insurance licenses required.
• Established book of business required.
• Strong understanding of financial planning principles, investment strategies, and insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Proven ability to build and maintain client relationships.
• Self-motivated, results-oriented, and able to work independently.
• Bachelor\'s degree in finance, economics, or a related field preferred.
• Proficient with financial planning software and CRM systems.

Benefits

Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.