About this opportunity
VisionsHR lists this Registered Financial Advisor opportunity in boca raton, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Registered Financial Advisor
Our client is a prestigious, highly successful, growing, multi-location wealth management and financial services firm seeking experienced Registered Financial Advisors to join its growing team.
Qualifications
Active SIE, Series 7, and Series 66 (or Series 63/65) required.
Minimum 3 years of financial advisory or brokerage experience.
Existing book of business of $200,000+ required.
CPA/CFP is a plus.
Strong client relationship and business development skills.
Excellent communication and interpersonal skills.
Public accounting experience is required.
Responsibilities
Manage and grow an existing book of business.
Develop and maintain strong client relationships.
Provide financial planning and investment advisory services.
Develop new business opportunities through firm-provided warm leads.
Work with the tax and wealth management teams to provide comprehensive solutions.
Maintain accurate client records and follow applicable compliance requirements.
Benefits:
Retirement plan with company contribution
Paid holidays, vacation, and sick leave
Medical, dental, and vision insurance options
All conversations are confidential.
Worksite address
boca raton, FL, 33481, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.