What are the responsibilities and job description for the Financial Advisor position at W3Global Inc.?
Job Description
Job Description
About the job
Company Description
The client is a Multi-Family Office (RIA) that offers customized client portfolios. Their experienced investment team actively manages portfolios to help clients achieve their financial goals.
Role Description
This is a full-time hybrid role for a Financial Advisor with the client located in Plantation, FL. The Financial Advisor will be responsible for bringing in assets, as all investment decisions are done by the firm's portfolio management. If you do not have the ability to bring clients / assets, this is not the job for you.
Qualifications
Ability to bring assets / clients (please do not apply if you cannot)
Experience in Finance and Investments
Financial Advisory expertise
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
