Financial Advisor - Fort Myers, FL

Advisor Talent Solutions•Fort Myers, FL

9h•$50,000 - $70,000•Onsite

About The Position

At Evolution Retirement Services in Fort Myers, FL, we’re looking for a passionate, driven, and customer-centric professional to become our next Financial Advisor ! At Evolution Retirement Services, we envision a future where financial management transcends traditional boundaries, becoming an integral part of our clients’ family journeys. We are not just financial advisors—we strive to be an extension of each family, crafting a financial blueprint for life that evolves alongside them. If you thrive on building meaningful relationships, enjoy working side-by-side with clients, and love the challenge of consistently exceeding expectations, we want to connect with you!

Requirements

3+ years’ experience in the financial industry
Proven experience or strong knowledge in estate planning, tax law, or related legal area
Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation
Excellent math skills with the ability to interpret complex financial data
Experience in customer relationship management within a financial services environment
Working knowledge of banking operations and asset management practices
Ability to communicate complex financial information clearly to clients and team members

Nice To Haves

CFP or CFA are a plus!
Proficiency with financial analysis tools and software; experience with technical accounting or public accounting is a plus
Background in financial sales, investment management, or wealth management preferred

Responsibilities

Develop personalized financial plans incorporating estate planning, tax strategies, and investment management tailored to client needs
Proactively network and leverage referrals to expand client base
Conduct thorough financial analysis using advanced financial software and research tools
Manage client portfolios, ensuring alignment with their long-term wealth management objectives
Advise clients on cash management, asset allocation, and risk mitigation strategies
Maintain up-to-date knowledge of wills, trusts, estate law, and relevant regulatory changes
Build and nurture strong client relationships through effective customer relationship management techniques
Assist clients with banking services, including cash flow analysis and account management
Support sales efforts by presenting financial products and services that meet client needs
Collaborate with legal professionals on estate planning documents such as wills and trust
Stay informed about market trends and conduct research to inform strategic planning decisions
Maintain and update client information using the firm’s CRM system - Wealthbox