Financial Advisor Job at Professional Career Match Solutions, Boca Raton, FL

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Job Description

Financial Advisor for an RIA Firm Series 66
  • Location: Boca, FL
  • Base Salary will depend on experience plus new business net revenue incentive, plus benefits

Preferred Skills/Experience:
  • Excellent relationship management, networking, and business development skills
  • Extraordinary talent for driving business.
  • Extensive knowledge of Investment products and services
  • Ability to partner with colleagues to identify and service unique clients' needs.
  • Well-developed analytical and problem-solving skills
  • Excellent writing, speaking, and presentation skills.
  • Ability to make critical decisions independently.
  • Series 66 license, clean license
  • CFA or CFP is a plus but not required

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