Financial Advisor/Wealth Manager - Accounting / Finance Job in Vero Beach, FL
Location: Vero Beach, FL
Industry: Accounting / Finance
Job Type: Temp to Hire
We are seeking a Dynamic Financial Advisor for our client. This is a career position for someone looking to grow into a partnership role in a well established, high end, business. Candidate must be a team player and willing to invest the time and effort in assisting current clients and acquiring new business. You will deliver personalized investment solutions to help clients work toward their long-term financial goals. This is a Base Salary Plus Bonus position depending on experience.
Your Day• Advise clients on investment strategies and other financial decisions • Assess clients' assets, liabilities and overall financial conditions • Prepare presentations that recommend various financial products • Review and communicate portfolio performances to clients • Network and build relationships with new and existing client base
• Previous experience in banking, financing • Familiarity with investment products and services • Ability to build rapport with clients • Strong analytical and critical thinking skills • Excellent written and verbal communication skills