Portfolio-Focused Financial Advisor | 20M AUM, Naples

Masis Professional Group in Naples, FL is looking for a motivated Financial Advisor to enhance client experiences using top-market technology. The ideal candidate should have over 3 years of experience, a portable book of 20M AUM, and possess Series 7 and 66 or 63/65 certifications. Responsibilities include monitoring client financial situations, developing financial planning solutions, and conducting detailed portfolio reviews. This position emphasizes client-centric service and automation to enhance the advising process.
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