Advisor Talent Solutions · 1 week ago
Financial Advisor - Fort Myers, FL
Fort Myers, FL
Full-time
Onsite
Mid Level
$50K/yr - $70K/yr
3+ years expEvolution Retirement Services is seeking a passionate and driven Financial Advisor to join their team in Fort Myers, FL. The role involves developing personalized financial plans, managing client portfolios, and building strong client relationships to support their financial journeys.
AdviceConsultingStaffing Agency
Responsibilities
Develop personalized financial plans incorporating estate planning, tax strategies, and investment management tailored to client needs
Proactively network and leverage referrals to expand client base
Conduct thorough financial analysis using advanced financial software and research tools
Manage client portfolios, ensuring alignment with their long-term wealth management objectives
Advise clients on cash management, asset allocation, and risk mitigation strategies
Maintain up-to-date knowledge of wills, trusts, estate law, and relevant regulatory changes
Build and nurture strong client relationships through effective customer relationship management techniques
Assist clients with banking services, including cash flow analysis and account management
Support sales efforts by presenting financial products and services that meet client needs
Collaborate with legal professionals on estate planning documents such as wills and trust
Stay informed about market trends and conduct research to inform strategic planning decisions
Maintain and update client information using the firm’s CRM system - Wealthbox
Qualification
Required
3+ years' experience in the financial industry
Proven experience or strong knowledge in estate planning, tax law, or related legal area
Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation
Excellent math skills with the ability to interpret complex financial data
Experience in customer relationship management within a financial services environment
Working knowledge of banking operations and asset management practices
Ability to communicate complex financial information clearly to clients and team members
Preferred
CFP or CFA are a plus!
Proficiency with financial analysis tools and software; experience with technical accounting or public accounting is a plus
Background in financial sales, investment management, or wealth management preferred
Benefits
401(k)
Health insurance
Paid time off
Annual firm paid trip if the firm’s goals are met
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase