Independent Financial Advisor — Wealth Planning & Growth

Ircfsjobs.com; Abu Dhabi; Hybrid; AED 120,000 - 200,000; Full time

Job summary

A leading wealth management firm in Abu Dhabi or Dubai is seeking an experienced Independent Financial Advisor. You will provide expert financial advice, help clients achieve their financial goals, and develop personalized financial plans. The ideal candidate has over 5 years of experience, industry-leading qualifications, and a transferable client base. This role offers a competitive package and a collaborative work environment.

Benefits

Competitive package

Supportive and collaborative work environment

Qualifications

• A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Transferable client base and AUM over 5 million AUM.
• Ability to work independently and as part of a team.

Responsibilities

• Build and maintain relationships with clients providing expert financial advice.
• Conduct thorough financial assessments of clients' situations and future goals.
• Develop and implement personalized financial plans including investment strategies.
• Monitor clients' financial progress and adjust plans as necessary.
• Stay updated with industry trends and regulations.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem-solving abilities

Education

CFP CFA or other relevant certifications

Job description

A leading wealth management firm in Abu Dhabi or Dubai is seeking an experienced Independent Financial Advisor. You will provide expert financial advice, help clients achieve their financial goals, and develop personalized financial plans. The ideal candidate has over 5 years of experience, industry-leading qualifications, and a transferable client base. This role offers a competitive package and a collaborative work environment.