Wealth Advisor: Grow Your Client Book & Plans

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

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.