Wealth Advisor: Grow Clients with Holistic Planning

Fairygodboss; Deerfield Beach (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Private Client Advisor in Deerfield Beach, Florida, to provide comprehensive financial planning and advice to clients. This role requires at least 2 years of experience in financial advising, with a focus on building client relationships and delivering personalized solutions.

The ideal candidate will hold Series 7 and Series 66 licenses and possess strong skills in client acquisition and financial coaching. A competitive rewards package and a commitment to diversity and inclusion make this a compelling opportunity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and foster diversity.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment options.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations for client confidence.

Skills

Client acquisition

Financial planning

Relationship management

Understanding of financial markets

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long-Term Care Insurance license

Job description

Fairygodboss is seeking a Private Client Advisor in Deerfield Beach, Florida, to provide comprehensive financial planning and advice to clients. This role requires at least 2 years of experience in financial advising, with a focus on building client relationships and delivering personalized solutions.

The ideal candidate will hold Series 7 and Series 66 licenses and possess strong skills in client acquisition and financial coaching. A competitive rewards package and a commitment to diversity and inclusion make this a compelling opportunity.