Financial Advisor

JR Spain; Madrid; Presencial; EUR 40.000 - 70.000; Jornada completa

Descripción de la vacante

JR Spain is seeking independent wealth management advisors who can deliver personalized investment solutions. The role requires at least 2 years of experience in the finance industry, strong investment knowledge, and excellent interpersonal skills. Advisors will provide financial planning support and cultivate client relationships while enjoying a generous compensation structure and opportunities for remote or hybrid work.

Servicios

Ongoing training and development

Support with compliance and marketing

Generous pay structure

Formación

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or business-level English proficiency.

Responsabilidades

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare and verify financial plans.
• Advise clients on suitable financial solutions for medium to long-term plans.

Conocimientos

Interpersonal skills

Financial planning

Investment knowledge

Descripción del empleo

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As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors worldwide.

We advise over 100,000 clients globally, managing in excess of $12bn under advice and administration. We also own companies such as Work Place Solutions (WPS), the appointed pension advisor for clients including the BBC, Rolls Royce, London Stock Exchange, Total, and UK Parliament, among others.

Our success is reflected in numerous awards from industry peers and a growing business that remains at the forefront of the industry.

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books, who want to offer international financial products—from regular savings and bonds to our digital, app-based investment products, including VC funds, lump-sum investments, and regular savings plans.

We offer:

• An award-winning, dynamic, and fast-paced environment where inclusion, learning, and collaboration are key to success
• The opportunity to work with innovative products and technology
• Ongoing training and development to grow your skills and career
• A generous, high-earning pay structure on all products
• Support with compliance, administration, CRM, and marketing
• Remote and hybrid work opportunities for wealth management professionals looking to expand their international client offerings

Our focus areas include:

• International FinTech
• Finance Sales and Business Development
• Structured Finance
• Pensions Products

A message from our Group Investment and Divisional Director:

The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.

Responsibilities:

• Provide financial planning support to clients
• Support investment professionals in cultivating client relationships
• Prepare and verify financial plans
• Advise clients on suitable financial solutions for medium to long-term plans

Qualifications:

• At least 2 years of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• Native or business-level English proficiency, written and spoken