Financial Advisor – Global Opportunity

beBeeInvestment; Málaga; A distancia; EUR 50.000 - 70.000; Jornada completa

Descripción de la vacante

A financial services firm is seeking a Wealth Manager to assist clients with investment strategies and financial planning. The role requires excellent communication skills and a commitment to continuous learning. Wealth Managers will work remotely from Europe, directly engaging with clients and collaborating with internal teams. Competitive compensation and career advancement opportunities are offered.

Servicios

Attractive remuneration

Opportunities for career advancement

Participation in international conventions

Formación

• Strong communicator with a commitment to lifelong learning.

Responsabilidades

• Assist clients with Lump Sum Investing.
• Plan for Retirement and Education Fees.
• Advise on Life Insurance and Estate Tax Planning.

Descripción del empleo

Overview

Wealth Managers are highly skilled financial professionals who collaborate closely with clients to achieve their long-term objectives.

Responsibilities

• Lump Sum Investing
• Retirement Planning
• Education Fee Funding
• Life Insurance
• Estate & Inheritance Tax Planning

Qualifications

A strong communicator and a commitment to lifelong learning are essential for success in this role.

Compensation & Opportunities

The firm offers attractive remuneration and opportunities for career advancement, including international conventions.

Work Location & Collaboration

Wealth Managers work remotely from Europe, engaging directly with clients and collaborating with internal teams to facilitate daily interactions.