Independent Financial Advisor - Spain

ircfsjobs.com; Málaga; Presencial; EUR 50.000 - 70.000; Jornada completa

Descripción de la vacante

A financial services company in Malaga is seeking an experienced Independent Financial Advisor to provide expert financial advice and assist clients in achieving their financial goals. This role requires a minimum of 5 years of experience in wealth management and relevant certifications. A competitive package is offered in a supportive work environment.

Formación

• 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.
• Excellent communication and interpersonal skills.

Responsabilidades

• Foster and maintain relationships with clients offering expert financial advice and guidance.
• Perform comprehensive financial assessments of clients' current financial situations.
• Develop and implement personalized financial plans for clients.

Conocimientos

Business Development

Sales Experience

Customer relationship management

Financial Planning

Wealth Management

Educación

CFP or CFA certification

Descripción del empleo

Overview

Independent Financial Advisor for Leading Wealth Management Firm in Malaga, Spain. We are representing a leading Wealth Management firm in Malaga seeking 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, assisting them in achieving their financial goals and securing their financial futures.

Requirements

• 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

• Foster and maintain relationships with clients offering expert financial advice and guidance.
• Perform comprehensive financial assessments of clients current financial situations and future objectives.
• Develop and implement personalized financial plans for clients including investment, retirement and tax planning strategies.
• Monitor clients financial progress and adjust plans as necessary.
• Stay abreast of industry trends and regulations to ensure compliance and provide superior service to clients.

Benefits

We offer a competitive package and a supportive collaborative work environment. If you meet the specified criteria and are passionate about assisting clients in achieving their financial goals we encourage you to apply for this exciting opportunity.

Key Skills

Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer relationship management, Financial Planning, Wills

Employment Type

Full Time

Experience

years

Vacancy

1