Wealth management Advisor
- $50,000 - $100,000
- Boca Raton, FL
Do you want bring your talents to an internationally known and recognized brand? We are the leading firm in investment products and wealth management, and we looking to grow our team
A bit about us:
There is a company that is a major player in the financial services industry, offering a wide range of investment products and services to individuals, companies, and institutions. They specialize in providing comprehensive wealth management solutions that help their clients plan for retirement, education, legacy, and other life goals. Their financial advisors work closely with clients to understand their needs and provide personalized advice and guidance. The company values teamwork, trust, shared ownership, and accountability, believing that working together as one company helps them best meet the full needs of their customers and clients. They offer a competitive compensation package and an Experienced Advisor Program for those who have at least 2+ years of experience as a Financial Advisor with an existing practice, a strong performance in a team like environment, and a drive to achieve more for themselves and their clients.
Why join us?
- Industry leading benefits package
- Top Brand
- Fantastic incentives/commissions
- Supportive leadership
- Strong total compensation package
Job Details
Key Responsibilities
Required Skills:
Desired Skills:
- Acquire a deep understanding of all aspects of financial planning and wealth management, and complete the necessary training and development to succeed as a Financial Advisor
- Provide clients with a wide range of customized financial planning and wealth management strategies, taking into account their unique needs and circumstances
- Stay up-to-date with the latest planning tools, techniques, and strategies to offer the most comprehensive and effective advice possible
- Develop and maintain strong relationships with management teams, and adhere to all compliance guidelines and policies
- Generate leads and referrals from various sources to build a client base and expand business opportunities
- Leverage a diverse set of resources to provide tailored solutions that meet clients' needs and goals.
Required Skills:
- FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 2+ years’ experience
- Established practice and experience managing client portfolios and driving growth
- Proven relationship building and business development skills
Desired Skills:
- Bachelor’s degree or higher strongly preferred
- Possess excellent communication skills, both written and verbal
- Highly entrepreneurial
- CFP preferred
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy