Consulente finanziario

JR Italy; Monza; In loco; EUR 40.000 - 80.000; Tempo pieno

Descrizione del lavoro

An established industry player is seeking a dedicated financial planner to deliver tailored investment solutions. In this role, you will provide essential financial planning support to clients, ensuring their long-term financial goals are met with precision and care. You will collaborate with investment professionals to foster strong client relationships and prepare accurate financial plans. If you have a passion for finance and a commitment to client success, this opportunity is perfect for you.

Competenze

• 5+ years of industry experience in finance.
• Strong understanding of investment strategies and financial planning.

Mansioni

• Provide financial planning support to clients.
• Prepare and check the accuracy of financial plans.

Conoscenze

Financial Planning

Client Relationship Management

Investment Analysis

Formazione

Bachelor's degree in Finance

Descrizione del lavoro

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The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business