Consulente Finanziario

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

Descrizione del lavoro

An established industry player is seeking a dedicated financial planner to deliver personalized investment solutions. The ideal candidate will have strong expertise in financial planning and a proven track record in client relationship management. This role involves preparing accurate financial plans and supporting investment professionals in achieving client goals. If you are passionate about helping clients reach their long-term financial objectives and thrive in a collaborative environment, this opportunity is perfect for you.

Competenze

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

Mansioni

• Provide financial planning support to clients.
• Prepare financial plans and verify their accuracy.

Conoscenze

Financial Planning

Client Relationship Management

Investment Strategies

Formazione

Bachelor's degree in Finance

Descrizione del lavoro

Social network you want to login/join with:

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should 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 in cultivating client relationships
• Prepare financial plans and verify their accuracy

Qualifications

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