Wealth Advisor & Client Growth Specialist

Fairygodboss

Orlando, FL

JOB DETAILS
SKILLS
Coaching, Consulting, Customer Experience, Customer Relationship Management (CRM), Financial Planning, Investment Strategy, Series 7, Wealth Management
LOCATION
Orlando, FL
POSTED
2 days ago

Fairygodboss is seeking a Financial Advisor to join its Wealth Management team in Orlando, FL. The successful candidate will consult on investment strategies, manage client relationships, and provide tailored financial plans. Responsibilities include coaching branch staff and ensuring an exceptional client experience.Ideal candidates possess a Bachelor's degree and relevant licenses (FINRA Series 7 and 66). The position offers a competitive salary and comprehensive benefits including medical, dental, and retirement plans.#J-18808-Ljbffr

About the Company

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Fairygodboss