Financial Consultant Job at Selby Jennings, Naples, FL

OHpRL0QxMm5CcG13ZjRFZ2hnZVJneTAxN2c9PQ==
  • Selby Jennings
  • Naples, FL

Job Description

Job Overview:

As a Financial Consultant, you'll engage with existing clients and cultivate new relationships with diverse client types, including high net worth individuals, endowments, foundations, businesses, and qualified plans. Your services will encompass retirement planning, estate plan reviews, tax planning, and insurance advice. You'll be part of an advisory team, maintaining regular client contact to ensure they stay on track with their goals. This role involves promoting our advisory capabilities and investment solutions to expand our client base. You'll report to the Managing Director of Wealth Management and be based in Naples, FL.

Key Responsibilities:

  • Establish trust and act as the primary advisor for clients' wealth management needs.
  • Discuss investment goals, considering risk tolerance, asset allocation, cash flow requirements, tax sensitivity, and potential life events.
  • Collaborate with the advisory team to implement and adjust investment plans.
  • Monitor client portfolios and performance.
  • Provide insights on key portfolio contributors and detractors.
  • Advise high net worth clients and consult with mid-market institutional clients.
  • Develop detailed wealth management plans and consulting reports.
  • Present plans to clients clearly and effectively.
  • Actively pursue new business opportunities.
  • Gain proficiency in financial planning software and technology.
  • Track all client and prospect interactions using CRM (Salesforce).
  • Participate in regular internal meetings.
  • Adapt your schedule to meet client needs.

Qualifications:

  • Bachelor's degree or higher.
  • 5+ years of relevant experience.
  • Series 6, 63, & 65 or Series 7 & 66 required or willingness to pursue upon hire.
  • Certified Financial Plannerâ„¢ or similar professional designation preferred, or willingness to pursue.
  • Experience with Salesforce.com, Sales Navigator, and LinkedIn preferred.
  • Proven track record of securing new business is a plus.

Job Tags

Similar Jobs

Anika

Plant Reliability Engineer Job at Anika

 ...Preventative Actions (CAPAs), change controls, and continuous improvement initiatives. Configure, maintain & troubleshoot Continuous Plant Monitoring and Alarm Notification call-out system. Other duties as assigned. Job Complexity: This job requires a level... 

Southwestern Advantage

Business and Entrepreneurship Internship for College Students Job at Southwestern Advantage

 ...leadership program that allows university students to afford their degrees, gain...  ...is an on-site, paid internship role for college students at Southwestern Advantage. As a...  ...marketing, business and leadership while working in a fast-paced, high-energy environment... 

One Forma by PacteraEDGE

Data Collection: The Home Depot Personalized Deals Survey - US Job at One Forma by PacteraEDGE

Have you purchased anything from The Home Depot recently? Dont trash that ticket! Take our short survey literally, 5 minutes! and get paid for it. Available in the USA only! Purpose: This short survey will gather information which will help The Home Depot better... 

Recruiting on behalf of an undisclosed company

Front Desk Receptionist Job at Recruiting on behalf of an undisclosed company

#LiveYourLifeLoveYourJob Location: Dadeland, FL 33156 Are you a motivated professional seeking the chance to contribute to our cool culture? We have a fun and creative environment with sincere partners and an open door policy. If you want to join a company with "...

Choate USA

Contract Administrator Job at Choate USA

 ...looking for a detail-oriented Contract Administrator with superior communication skills and the...  ...the company and with customers Data entry, keep up digital records, research, and...  ...(well train, but this is not an entry level position.)~2-5 years relevant experience...