Vice President, Wealth Planner - Naples. FL

families dedicatedly  registrations, OR ability to

Required:

5+ years industry experience in financial services or a related field, 10+ years preferred.

Required:

3-5 years of financial planning experience, 5+ years preferred
** The Purpose of Your Role*
* ** The Skills You Bring
** Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families

Experience with and/or knowledge of behavioral economics and family psychology Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals

Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts) Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.

Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment

Ambitious spirit and the ability to work collaboratively across an organization to achieve results Excellent team member and leadership skills
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