Senior Financial Advisor - Glades Talent

Job Overview:
We are seeking a highly skilled Senior Financial Advisor to join our team. The ideal candidate will have a strong background in wealth management, financial sales, and customer relationship management.

Responsibilities:
- Provide expert financial advice to clients on investment opportunities, cash management, and tax strategies
- Develop comprehensive financial plans tailored to individual client needs
- Monitor and analyze clients' financial situations regularly to ensure goals are being met
- Build and maintain strong client relationships through excellent service and communication
- Stay updated on financial market trends, products, and regulations
- Utilize financial software to track client accounts and provide accurate recommendations

Experience:
- Bachelor's degree in Finance, Accounting, or related field; Master's degree preferred
- Minimum of 5 years of experience in financial services, wealth management, or public accounting
- Current book of business of $50M+ in AUM
- Strong knowledge of financial concepts and products
- Excellent communication and interpersonal skills
- Relevant certifications such as CFP or CFA are a plus

If you are a dynamic individual with a passion for finance and a drive to help clients achieve their financial goals, we invite you to apply for this exciting opportunity as a Senior Financial Advisor.