Financial Advisor
Masis Professional Group, Orlando, FL, United States
A Privately owned Register Investment Advisor is seeking a highly motivated Financial Advisor to join their growing firm Orlando/Winter Park FL.
This firm provides a great experience for the Advisor so you can focus on the needs of your clients with top-market technology. This firm recognizes that this is your practice and they support you in optimizing your practice for the optimum outcome for your clients.
Ideal Advisor will have a portable book of 20M AUM
Monitor clients financial situations
Develop and maintain financial planning solutions
Perform research on client databases and financial plans
Create details portfolio reviews, security analysis and present at client meetings
Practical office hours to help Advisors turn automation into high-touch client experience
3+ years of experience as an Financial Advisor
Series 7 and 66 or 63/65
Experience with Financial Planning Software
#J-18808-Ljbffr
This firm provides a great experience for the Advisor so you can focus on the needs of your clients with top-market technology. This firm recognizes that this is your practice and they support you in optimizing your practice for the optimum outcome for your clients.
Ideal Advisor will have a portable book of 20M AUM
Monitor clients financial situations
Develop and maintain financial planning solutions
Perform research on client databases and financial plans
Create details portfolio reviews, security analysis and present at client meetings
Practical office hours to help Advisors turn automation into high-touch client experience
3+ years of experience as an Financial Advisor
Series 7 and 66 or 63/65
Experience with Financial Planning Software
#J-18808-Ljbffr