Barclay Breland Family Office hiring Senior Financial Advisor in Jupiter, Florida, United States | LinkedIn (2024)

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Barclay Breland Family Office hiring Senior Financial Advisor in Jupiter, Florida, United States | LinkedIn (2)

Senior Financial Advisor

Jupiter, FL

Barclay Breland Family Office hiring Senior Financial Advisor in Jupiter, Florida, United States | LinkedIn (3)

Barclay Breland Family Office Jupiter, FL

4 days ago

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Company Description

A small boutique firm that works with high net-worth families and individuals.

Role Description

This is a full-time Senior Financial Advisor role located in Jupiter, FL. As a Senior Financial Advisor at Barclay Breland Family Office, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth clients. You will develop and maintain client relationships, assess clients' financial goals and risk tolerance, and provide personalized investment strategies and recommendations. This role requires strong analytical skills, industry knowledge, and the ability to communicate complex financial information to clients.

Qualifications

  • Minimum of 5 years of experience as a Financial Advisor or a related role in the financial services industry
  • Strong knowledge of investment products, financial planning strategies, and regulatory compliance
  • Proven track record of successfully managing client relationships and meeting sales targets
  • Certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar are highly preferred
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Excellent communication and presentation skills
  • Proficiency in financial analysis tools and software
  • Ability to work independently and in a team environment

"

  • Employment type

    Full-time

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Barclay Breland Family Office hiring Senior Financial Advisor in Jupiter, Florida, United States | LinkedIn (2024)

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