What are the responsibilities and job description for the Financial Advisor position at Masis Professional Group?
Financial Advisor
A Privately owned Register Investment Advisor is seeking a highly motivated Financial Advisor to join their growing firm in Naples, FL.
This firm provides a great experience for the Advisor so you can focus on the needs of your clients with top-market technology. This firm recognizes that this is your practice and they support you in optimizing your practice for the optimum outcome for your clients.
Ideal Advisor will have a portable book of 20M AUM
Responsibilities:
- Monitor clients financial situations
- Develop and maintain financial planning solutions
- Perform research on client databases and financial plans
- Create details portfolio reviews, security analysis and present at client meetings
- Practical office hours to help Advisors turn automation into high-touch client experience
Qualifications:
3 years of experience as an Financial Advisor
Series 7 and 66 or 63/65
BA degree
- Experience with Financial Planning Software