Financial Advisor

Job overview

The Financial Advisor role may be remote, hybrid, or in-office depending on proximity to a branch and business needs, and must be located in Florida; Naples, Florida is the listing location. Compensation is not specified. The advisor supports Moors & Cabot clients and branch operations through financial planning and investment services. The advisor develops and implements tailored financial plans, manages client investments in line with their goals and risk tolerance, and monitors portfolios and client needs. The role also grows client relationships and the book of business while maintaining compliance and supporting assigned client associates.

What you'll do

• Develop financial plans and conduct related research and analysis
• maintain client databases and plans
• research portfolios, investment products, and market trends
• advise on and manage client assets
• monitor transactions and inquiries
• prepare portfolio reviews and presentations
• document and execute financial transactions
• grow client relationships and business
• mentor assigned client associates
• maintain FINRA/SEC compliance and licensure.

What we're looking for

Skills & competencies

financial advisor

naples fl

moors & cabot

financial planning

investment strategies

portfolio management

client relationships

florida location required

remote, hybrid, or in-office

finra/sec compliance

Work arrangement

• Weekend coverage required

Why this role

Flexible work arrangements are available based on branch proximity and needs; the role must be located in Florida.

About the employer

Moors & Cabot Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.