Career: Financial Advisor
Locations: Naples, Florida / Port Charlotte, Florida
At Retirement by Design, the investment, legal, tax, and insurance professionals on our team specialize in building financial plans that emphasize safety, while reducing taxes and providing a steady income stream that our clients cannot outlive. Today, Retirement by Design serves more than 4,000 clients from four offices throughout Southwest Florida.
Our goal is to establish client relationships that are built on trust. We know that our clients have worked very hard for their retirement savings and want security and peace of mind regarding their assets.
Using ‘plain English’, we discuss how taxes, probate and nursing home expenses may affect those assets. We then work together to implement a well-thought-out plan that will help allow for a worry-free retirement. In serving our clients, we recommend the course of action we would apply to ourselves in the same situation.
Our elite RIA firm offers a full spectrum of comprehensive financial services including asset preservation, portfolio management, comprehensive wealth management, tax planning and retirement income planning. Our Assets Under Management Division offers institutional money management services.
Are you a successful Financial Advisor who would you like to work in a "perfect world" where the prospecting is done for you and the costs of seminars are paid for? We are seeking an accomplished Financial Advisor to join our award-winning all-star team! The ideal candidate will work with our team to design and implement personalized investment solutions that help clients work toward their long-term financial goals.
If you possess excellent communication skills, are self-motivated, ethical in all regards, have strong analytical skills, are able to successfully conduct presentations and seminars, have the education and knowledge to provide sound advice to our clients, we are looking for you.
You must also have the ability to manage high net worth clients’ priorities, financial circumstances and goals. Furthermore, you will need to be up to date with the latest financial products and legislation.
We offer in-depth industry training, a superior work environment with a solid support team, limitless opportunities and an unsurpassed earning potential of any comparable industry. Must have FINRA Series 65 & 2-15.
If you have the drive to be the absolute best you can be, have the work ethic to accomplish your highest goals, and truly want to provide “peace of mind” retirement income planning for your clients….we have the proven processes to help you accomplish your dreams and accomplish your career goals.
Our winning team awaits you! Visit our website’s Careers page to learn more about our cooperative company culture.
For consideration please send your CV/cover letter to jamiej@gracetax.com.
