Financial Advisor @ JL Klein Executive Search | Jobright.ai
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JL Klein Executive Search ยท 9 hours ago

Financial Advisor

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
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ConsultingRecruiting

Insider Connection @JL Klein Executive Search

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Responsibilities

Manage and grow relationships with high-net-worth clients.
Provide personalized financial planning and investment advice.
Maintain compliance with regulatory standards (Series 65 required).

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Advisor experienceSeries 65 licenseClient relationship management

Required

Proven experience as a Financial Advisor.
Active Series 65 license.
Strong client relationship management skills.

Benefits

Opportunity to work remotely or from the Miami office
Competitive compensation tied to AUM growth

Company

JL Klein Executive Search

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Executive Search Firm - Dedicated to servicing alternative asset managers
dateFounded in 2023
location
Miami Beach, Florida, USA
people-size2-10 employees
web-link
https://jl-klein.com/

Funding

Current Stage
Early Stage

Leadership Team

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Daniel Klein
Co-Founder & Managing Partner
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Jason Latin
Co-Founder
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Company data provided by crunchbase
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