Independent Financial Advisor

buscojobs España; Asturias; Presencial; EUR 50.000 - 80.000; Jornada completa

Descripción de la vacante

A leading Wealth Management firm in Spain is seeking an experienced Independent Financial Advisor to provide expert financial advice and help clients achieve their financial goals. The role involves building client relationships, conducting financial assessments, and developing personalized plans. A competitive package and supportive environment are offered.

Formación

• Minimum 5 years of experience as a Financial Advisor.
• Industry leading qualifications such as CFP, CFA.

Responsabilidades

• Build and maintain relationships with clients.
• Develop and implement personalized financial plans.
• Monitor clients' financial progress.

Conocimientos

Communication

Analytical

Problem Solving

Educación

CFP

CFA

Descripción del empleo

Job Advertisement : Independent Financial Advisor for Leading Wealth Management Firm in Spain

We are representing an International leading Wealth Management firm in Spain, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.

Requirements :

• A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
• Industry leading qualifications such as CFP, CFA, or other relevant certifications
• Transferable client base and AUM
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team

Responsibilities :

• Build and maintain relationships with clients, providing them with expert financial advice and guidance
• Conduct thorough financial assessments of clients' current financial situations and future goals
• Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
• Monitor clients' financial progress and adjust plans as necessary
• Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Please submit your resume and cover letter with the subject line "691ESP Independent Financial Advisor – Spain" or click to apply today.

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