Avp, Wealth Advisor

Jobgether SRL; Italia; Ibrido; EUR 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Unlimited PTO

Remote or hybrid work

Mentorship & growth

Full benefits

Descrizione del lavoro

Jobgether cerca un AVP, Wealth Advisor in Italia per supportare e far crescere un portafoglio clientela con pianificazione finanziaria completa. Lavorerai con un advisor senior per aumentare le relazioni e l’attività, sfruttando una piattaforma fintech-driven e una pipeline di lead di alta qualità.

La posizione offre autonomia, mentorship e opportunità di crescita; è prevista flessibilità di orario e work model ibrido/remoto a seconda della sede e delle preferenze personali.

Competenze

• 2+ anni di esperienza in pianificazione finanziaria o ruolo advisory.
• Con licenze Series 65 o 66 attive.
• Mentalità customer-centric e orientata alle relazioni di lunga durata.

Mansioni

• Supportare e gestire relazioni con i clienti su planning finanziario.
• Collaborare con un advisor senior per espandere il portafoglio clienti.
• Sviluppare nuove opportunità tramite referral, networking e coinvolgimento professionale.

Conoscenze

Client relationships

Business development

Financial planning

Formazione

CFP designation (or in progress)

Strumenti

eMoney

MoneyGuidePro

Descrizione del lavoro

AVP, Wealth Advisor

Azienda : Jobgether Tipo Lavoro : Full Time Italy JobCopilot will tailor your resume and auto-fill the application

Descrizione Lavoro - AVP, Wealth Advisor

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an AVP, Wealth Advisor based in Italy.

This is an exciting opportunity for an ambitious wealth management professional ready to take the next step in their advisory career within a fast-growing, technology-enabled financial services environment. You will work closely with a senior advisor to support and expand a client portfolio across comprehensive financial planning needs, while gradually taking on greater ownership of client relationships. The role blends advisory excellence with business development, offering a strong runway to grow both your client book and your long-term career. You will have access to strong mentorship, high-quality leads, and scalable infrastructure designed to accelerate your success.

Accountabilities:

• Support and manage client relationships across a broad range of financial planning areas, including retirement planning, tax strategy, investment management, equity compensation, real estate, and estate coordination.
• Assist a senior advisor in servicing existing clients while progressively taking on more responsibility and ownership of relationships over time.
• Engage with new client inquiries and leads, converting introductions into long-term advisory relationships.
• Develop new business opportunities through referrals, networking, and proactive community and professional engagement.
• Leverage modern financial planning tools and platforms to deliver tailored, high-quality advice and client experiences.
• Contribute to the operational development of the advisory practice and support its long-term growth and succession planning.

Requirements:

• 2+ years of experience in financial planning, wealth management, or a related advisory role.
• Active Series 65 or Series 66 license (required).
• Strong understanding of core financial planning principles, including retirement planning, investment management, and tax fundamentals.
• Client-centric mindset with a strong focus on building trusted, long-term relationships.
• Ability to work in a fast-paced, entrepreneurial, and growth-oriented environment.
• Strong organizational skills with the ability to manage a client pipeline and follow through on commitments independently.
• Bonus: CFP® designation (or in progress), existing book of business, or experience working with executives, tech professionals, or retirees.
• Bonus: Familiarity with financial planning tools such as eMoney or MoneyGuidePro.

Benefits:

• Competitive compensation structure with strong earning potential and high industry payouts.
• Opportunity to significantly accelerate client book growth with access to leads, infrastructure, and reduced administrative burden.
• Comprehensive benefits package including medical, dental, vision, and retirement plans with employer matching options.
• Unlimited paid time off to support work-life balance and flexibility.
• Fully flexible working model (remote or hybrid depending on preference and location).
• Full operational and client transition support to ensure smooth onboarding and relationship development.
• Access to experienced industry professionals for mentorship and continuous learning.
• Opportunity to grow within a rapidly scaling fintech-driven wealth management environment.