Junior Financial Advisor/Client Services

A Full-Service boutique wealth management firm is seeking a highly motivated Jr Financial Advisor to join this successful practice in Naples Florida.

The Associate/Financial Advisor will join a established and successful practice and partner to help service and maintain a portion of the firm HNW Client base.

NO SALES REQUIRED

This is a mentorship opportunity to work with a seasoned, well-rounded team of FA's and Client Service Associates.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Monitor clients financial situations
• Develop and maintain financial planning solutions
• Perform research on client databases and financial plans

2+ years of experience as an within Client Services or a Jr Financial Advisor

Series 7 and 66 or 63/65

BA degree

Experience with Financial Planning Software