Senior Financial Advisor
Senior Financial Advisor
Fort Myers, FL
Compensation: 90,000 - 125,000
Selby Jennings is partnered with an established Financial Advisory firm, seeking an experienced and dynamic Senior Financial Advisor to join the team. This role involves consultative sales, with a focus on promoting our advisory services and investment solutions to expand the client base over time. The ideal candidate will have a proven track record in financial planning and investment management, with a strong ability to build and maintain client relationships.
Director of Investor Relations Responsibilities:
- Provide comprehensive financial planning and investment advice to clients.
- Prospect and develop relationships with HNW/UHNW clients
- Develop customized financial plans based on clients' goals and risk tolerance.
- Monitor clients' financial situations and make adjustments as needed.
- Stay up-to-date with market trends and regulatory changes.
- Collaborate with other financial professionals to provide holistic advice.
- Conduct regular client meetings to review financial plans and performance.
Director of Investor Relations Qualifications:
- Bachelor's degree in Finance, Economics, or related field.
- Series 6, 63, & 65 or Series 7 & 66
- Minimum of 6+ years of experience in financial advising.
- Strong knowledge of investment products and financial planning strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Ability to travel for meetings, presentations, and events
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