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Investment Specialist - Naples
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Full-time
- Our client, a boutique wealth management firm located in Naples, Florida, is seeking a licensed and experienced Financial Advisor to join their team.
- As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios consisting of stocks and bonds.
- The ideal candidate should have a proven track record in acquiring new clients, closing deals, and generating leads.
- Develop and implement effective strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients
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