Stockbroker – Series 7 License Position Available In Broward, Florida

Stockbroker – Series 7 License Palm Aire Professional Services Fort Lauderdale, FL 33301 You are a

LICENSED

Stockbroker SERIE 7 We are looking to hire an experienced and detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients’ inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased. To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.

Financial Services Responsibilities:

Conduct financial analysis and research to identify investment opportunities- Provide investment advice and recommendations to clients based on their financial goals and risk tolerance Execute trades on behalf of clients and monitor market trends- Manage client portfolios and ensure compliance with securities laws and regulations Stay up-to-date with financial concepts, trends, and industry developments Build and maintain strong relationships with clients to understand their investment needs and objectives Collaborate with other professionals, such as financial planners and tax advisors, to provide comprehensive financial solutions Scheduling meetings with clients to discuss their financial needs and goals. Collecting pertinent client information to provide investment options that align with clients’ financial situations. Monitoring market conditions to determine how various changes may impact taxes and client investments. Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals. Interacting with potential clients to inform them of the various financial products and services on offer. Suggesting viable solutions to improve clients’ financial statuses. Developing in-depth knowledge of our financial products to advise clients accordingly.

Financial Services Requirements:

Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Series 7 License (Required or Willing to Obtain)

Skills:

Strong knowledge of securities law and regulations Proficiency in financial analysis and asset management Excellent financial acumen and ability to interpret complex financial data Strong mathematical skills for analyzing investment performance and risk Familiarity with financial services software, such as Bloomberg, for conducting research and analysis Ability to effectively communicate complex financial concepts to clients in a clear and concise manner As a Broker, you will play a crucial role in helping clients achieve their financial goals through informed investment decisions. You will utilize your expertise in securities law, financial analysis, asset management, and financial acumen to provide personalized investment advice. Your strong mathematical skills will be essential for analyzing investment performance and risk. Additionally, you will stay updated on industry developments and collaborate with other professionals to provide comprehensive financial solutions. If you are passionate about the world of finance and enjoy working closely with clients, this is an exciting opportunity for you.

Job Type:

Full-time Pay:

$120,000.00 – $200,000.00 per year

Compensation Package:

Bonus opportunities Commission pay Application Question(s): What city do you live in? Do you have a series 7 license? How many years have you been working as a financial advisor? Do you have experience, or have you previously worked as a stock market advisor? Are you confident in your ability to effectively communicate with clients and persuade them to purchase financial products and services? Confirm your contact phone number Ability to

Commute:

Fort Lauderdale, FL 33301 (Required)

Work Location:

In person