Our client, a top wealth management practice based in Naples is hiring a Lead Financial Advisor for their practice.
Responsibilities:
- Conduct new discovery meetings and plan presentations for prospective clients.
- Foster relationships with existing clients to ensure the proper level of service is provided to continue the work and planning that was set forward by senior advisor.
- Conduct annual reviews with clients to ensure all aspects of the financial plan are still relevant to the client's goals. Identify planning opportunities as the client’s needs evolve (or as the economy/market changes) which you can assist the client with or, in complex cases, integrate the senior advisor.
- Learn senior advisor's planning philosophy
- Work with other team members when it comes to investment operations, insurance operations, plan construction, client experience, CRM and filing logistics.
- Create an unmatched client experience
Qualifications:
- 5+ years of client facing financial advising experience
- Bachelor's Degree
- Series 65
- Excellent written and verbal communication skills
- Growth focus professionals that have a passion for comprehensive planning
