Independent Financial Advisor — Wealth Planning & Growth

Ircfsjobs.com; Dubai; On-site; 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. The role involves providing expert financial advice, developing personalized financial plans, and maintaining client relationships. Ideal candidates will have over 5 years of experience, strong communication and problem-solving skills, and relevant qualifications such as CFP or CFA. The position offers a competitive salary and a collaborative work environment.

Benefits

Competitive salary

Supportive work environment

Qualifications

• Minimum of 5 years of experience as a Financial Advisor.
• Transferable client base and AUM over 5 million.

Responsibilities

• Build and maintain relationships with clients.
• Conduct thorough financial assessments of clients.
• Develop personalized financial plans including investment strategies.
• Monitor clients' financial progress.
• Stay updated with industry trends and regulations.

Skills

Excellent communication skills

Strong analytical abilities

Interpersonal skills

Problem-solving abilities

Education

CFP or CFA qualifications

Job description

A leading wealth management firm in Abu Dhabi or Dubai is seeking an experienced Independent Financial Advisor. The role involves providing expert financial advice, developing personalized financial plans, and maintaining client relationships. Ideal candidates will have over 5 years of experience, strong communication and problem-solving skills, and relevant qualifications such as CFP or CFA. The position offers a competitive salary and a collaborative work environment.