Financial Consultant Job at Selby Jennings, Naples, FL

REpGZ2kwbUhnRUZaS1JwMEpXTmY5eGlsN3c9PQ==
  • 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

Executive Leadership Solutions

General Manager-Car Wash Job at Executive Leadership Solutions

 ...Direct message the job poster from Executive Leadership SolutionsVice President / Executive Leadership Solutions - Car Wash/Retail Convenience GENERAL MANAGER(CHICAGOLAND AREA)ROLE:As General Manager, you are the Site Leader and responsible for building an... 

China Global Connections

Psychology Teacher Job at China Global Connections

We are looking for a Psychology Teacher for an InternationalHigh School based in Shanghai. This is a full-time position starting in August2025. About the schoolThe International High School situated in Songjiang,Shanghai focuses on giving its pupils a broad international... 

R-2 Contractors

Heavy Equipment Shop/Truck Mechanic Job at R-2 Contractors

 ...is committed to delivering quality and precision in every project. Pride, Grit, & Own It! Position Available: Heavy Equipment Shop and Truck Mechanic R-2 Contractors is currently seeking a motivated Heavy Equipment Shop and Truck Mechanic to join our expanding team... 

ManTech

Information System Security Officer Job at ManTech

 ...ManTech seeks a motivated, career and customer-oriented Information System Security Officer ISSO to join our team in the Chantilly, VA area. A qualified mid level ISSO will ensure that the appropriate operational security posture is maintained for assigned information... 

LanceSoft

Local Contract Nurse RN - Utilization Review Job at LanceSoft

 ...Job Description LanceSoft is seeking a local contract nurse RN Utilization Review for a local contract nursing job in Hartford, Connecticut...  ...00am to 4:30pm. After orientation/training the positions are remote. No on-call About LanceSoft Established in 2000, LanceSoft...