What are the responsibilities and job description for the Financial Advisor position at Southeast Private Wealth?
Firm: Southeast Private Wealth
Position: Financial Advisor
Location: Alabama, Florida, Georgia, South Carolina & Tennessee
Contact: Chuck.Collins@raymondjames.com
Southeast Private Wealth seeks highly motivated and experienced Financial Advisors to join our team. As a boutique-style firm, we provide concierge-level service to a core group of clients that we serve extraordinarily well and render extraordinary value. Thanks to our relationship with Raymond James, our advisors have the resources, expertise, and scale to compete with the most prominent players in the industry. We offer W-2 and 1099 affiliation options with very competitive grids.
Responsibilities:
· Develop and maintain client relationships by providing tailored financial advice and support to help them achieve their goals.
· Collaborate with clients to create financial plans that align with their unique needs and risk tolerance.
· Monitor and adjust clients' portfolios to ensure they align with their objectives.
· Stay current with industry trends, regulations, and compliance requirements.
· Work closely with our team of professionals to deliver top-notch service to our clients.
Requirements:
· Bachelor's degree in Finance, Accounting, Business, or a related field
· Certified Financial Planner (CFP) designation preferred
· Minimum of 3-5 years of experience in the financial services industry
· Proven track record of success in developing and maintaining client relationships
· Strong communication and interpersonal skills
· Ability to work independently as well as collaboratively with a team
At Southeast Private Wealth, we are committed to providing our clients with the highest-quality services and support. We are looking for Financial Advisors who share our dedication to excellence. If you are a driven and experienced professional, passionate about helping clients achieve their financial goals, we want to get to know you! We offer very competitive compensation, a benefits package, and opportunities for career growth.