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

University of Maryland Medical System

Registered Nurse (RN), Telemetry, Oncology, PRN Unit Base V, Days Job at University of Maryland Medical System

 ...Provides care to those patients via therapeutic use of self, the nursing process, the environment/technology, and other healthcare team...  ...Associate's degree required. BSN preferred. One (1) year previous RN experience required. American Heart Association (AHA) BLS... 

Cordia Resources by Cherry Bekaert

Senior Accountant Job at Cordia Resources by Cherry Bekaert

Cordia Resources is seeking a Senior Accountant. The Senior Accountant will play a key role in managing the monthly close process, preparing financial statements, and supporting budgeting and forecasting initiatives. This role is ideal for an experienced accounting professional... 

The Global Impact Investing Network

Chief Partnership Officer Job at The Global Impact Investing Network

 ...The Role: Reports to: Chief Executive Officer Location: Based in the New York City office, with significant remote work flexibility offered through the GIINs hybrid in-person/remote work model. Team: Lead a team of six and supervise four direct reports.... 

University of Maryland Medical System

Registered Nurse, (RN), Telemetry, Oncology, Nights Job at University of Maryland Medical System

 ...operations to ensure safe, timely effective, efficient, equitable, patient centered care. Qualifications Licensure as a Registered Nurse in the state of Maryland, or eligible to practice due to Compact state agreements outlined through the MD Board of Nursing, is... 

Vaco by Highspring

Data Entry Administrative Clerk - ASAP Job at Vaco by Highspring

About the Role: A well knows and popular grocery chain is on the hunt for a meticulous, detail-obsessed data hero to help our Merchandising/Buying team conquer a multi-year backlog of cost and SKU code updates. You'll be the wizard who separates product costs from shipping...