Finance Jobs in Palm Beach, FL

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27d ago

Financial Advisor | Wealth Management (Confidential)

The MOHR Enterprises LLC Palm Beach, FL

Palm Beach, FL

27d ago

$90k - $120k/yr Full time Advisor Business Development Client Relations

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Job Description

The MOHR Enterprises LLC is seeking a client-facing Financial Advisor to join its wealth management team in Palm Beach, Florida. This onsite role centers on building lasting client relationships, delivering comprehensive financial planning and investment guidance, and growing a substantial book of business. The position offers an annual salary range of USD 90,000 to 120,000.

Responsibilities

Establish and maintain enduring client relationships.
Deliver financial planning strategies and investment guidance.
Expand and manage a growing book of business.
Lead client meetings and conduct portfolio reviews.
Identify new business opportunities through networking and client referrals.
Stay informed about market trends and financial products.

Requirements

Series 7 license or SIE is required; Series 66 is preferred or willingness to obtain.
1 to 5+ years of experience in financial services, advising, or sales.
Strong communication and relationship-building skills.
Highly motivated, results-driven, and client-focused.
Experience working with high-net-worth clients is a plus.

Benefits

Base salary with uncapped commission.
Established client base with growth opportunities.
Supportive team environment.
Long-term career growth within a reputable firm.

Overview

A well-established and growing financial services firm is seeking a Financial Advisor to join its Palm Beach team.
This is a client-facing role focused on building relationships, delivering tailored financial strategies, and growing a book of business.

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