Financial Advisor jobs in United States
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Imperial Fund Asset Management ยท 5 days ago

Financial Advisor

positionFort Lauderdale, FL
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Imperial Fund Asset Management is an SEC-registered investment advisor specializing in comprehensive investment strategies. They are seeking a Financial Advisor to build and nurture client relationships while achieving sales targets.

Financial Services

Qualification

Series 65 licenseFinancial markets knowledgeWealth management strategiesBachelorโ€™s degreeCFPCFA certificationPortfolio constructionFinancial planningRisk assessment methodsFinancial software proficiencySalesNegotiation skillsCharles Schwab platformMicrosoft Office SuiteCRM systemsFinancial planning softwareHigh integrityResilientNetworking abilitiesSpanish proficiencySelf-motivatedCollaborative team playerAdaptable

Required

Bachelor's degree in Finance, Economics, Business Administration, or a related field
1-2 years in financial advisory, wealth management, or similar roles in financial services
Proven track record of building and nurturing client relationships while achieving sales targets
Solid understanding of financial markets, investment products (stocks, bonds, ETFs), and wealth management strategies
Familiar with portfolio construction, financial planning, and risk assessment methods
Proficient in financial software, with experience in Charles Schwab's custodial platform as a strong advantage
Excellent communicator with a knack for simplifying complex financial concepts
Strong analytical and problem-solving abilities, with a detail-oriented approach
Proven skills in sales and negotiation, with a focus on delivering exceptional client experiences
Fluent or native-level Spanish and English proficiency in both spoken and written communication
Skilled in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems
Experience with financial planning software and tools
High integrity and strong ethical standards, with strict adherence to regulatory requirements
Self-motivated, goal-oriented, and highly organized, able to manage multiple priorities effectively
Collaborative team player who also excels independently
Adaptable and resilient in a fast-paced environment
Exceptional networking abilities for cultivating and maintaining client relationships

Preferred

Series 65 license preferred
Additional certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus but not required
Familiarity with the Miami market and surrounding areas
Enthusiasm for ongoing learning and professional development

Company

Imperial Fund Asset Management

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๐ˆ๐ฆ๐ฉ๐ž๐ซ๐ข๐š๐ฅ ๐…๐ฎ๐ง๐ ๐€๐ฌ๐ฌ๐ž๐ญ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ("Imperial Fund") is the ๐š๐ฌ๐ฌ๐ž๐ญ ๐ฆ๐š๐ง๐š๐ ๐ž๐ซ for Imperial Funds founded in 2014 and headquartered in Fort Lauderdale, FL.
dateFounded in 2014
location
Fort Lauderdale, FL, US
people-size11-50 employees
web-link
https://imperialfund.com/

Funding

Current Stage
Early Stage

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