Financial Advisor
Employment type
Full-time
Work setting
On-site
Location
Sarasota, FL
Schedule
Day shift
Posted
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Job overview
The Financial Advisor is a hybrid role based in Sarasota, FL. Compensation is not specified for this position, which supports the branch operations at Moors & Cabot Inc. This role is responsible for designing and executing investment strategies for a diverse client base. It contributes to the firm's success by providing holistic financial planning and maintaining high-quality client relationships.
What you'll do
- Develop financial plans, perform research, manage portfolios, execute trades, cultivate client relationships, and mentor associates.
What we're looking for
- Skills & competencies
- full-timeday shiftsarasota flfinancial advisorfinanceinvestmenthybridplanningportfolio managementonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Flexible work arrangements, mentorship, professional development.
Why this role
Requires portable book of business; hybrid work arrangement available.
About the employer
Moors & Cabot Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 01591949-f5d4-4996-b4b4-5be7cc090879