08-08-2024
At Moran Wealth Management®, the Financial Advisor establishes a portfolio of clients based on aiming to meet the financial objectives of the client through sound advice and guidance. This advice will be based on a deep understanding of our clients, their current financial standing and their short- and long-term goals.
This is an in-person position.
Primary responsibilities:
- Provides a broad range of investment solutions and products to help meet client goals and offer in-depth guidance through investment planning services.
- Identifies and follow up on all opportunities to establish client relationships including prospecting, lead utilization, and local market/community involvement.
- Builds and maintains a strong client network and pipeline.
- Provides and demonstrates expertise in portfolio planning skills and comprehensive industry and investment knowledge.
- Conducts and/or participates in investment performance and relationship reviews.
- Keeps junior level staff informed about investment products and opportunities.
- Adheres to compliance requirements and follow corporate and industry protocols.
- This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
Preferences
- CERTIFIED FINANCIAL PLANNERTM
- Chartered Financial Consultant
- Certified Retirement Counselor
- College Degree
Moran Wealth Management® is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation