What are the responsibilities and job description for the Wealth Management Advisor position at Anthem Advisors?
Are you a licensed financial advisor but do not want to worry about marketing, portfolio management or meeting sales goals? We are looking for a talented licensed Financial advisor to join a growing registered investment advisory firm based in Coral Gables. This is an exciting opportunity for an up-and-coming advisor to join an established team of Senior Financial Advisors. There is no limit to your opportunity for growth within Anthem Advisors.
Company Description
Anthem Advisors is a Wealth Management firm located in Coral Gables, FL. Committed to acting in the best interest of our clients, we provide customized solutions, financial planning, evidence-based investing, tax advice, and risk management services. We specialize in serving high-net-worth families, philanthropists, and entrepreneurs, offering tailored financial services with discretion and confidentiality.
Role Description
This is a full-time hybrid role for a Wealth Management Advisor at Anthem Advisors. You will be joining a team of three established senior advisors and supporting the growth and management of the practice clients. If you have a book of business already, we can give you a competitive payout structure to help you earn more money than what your current firm is giving you.
The Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, finance, and wealth management services. While based in Coral Gables, FL, this role offers flexibility for some remote work.
Qualifications
- Financial Planning, Retirement Planning, and Investments skills
- Finance and Wealth Management Services expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Series 65 or 66 is a must