Consulente Finanziario Iscritto Albo Ocf

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Yes

Job Reference:

773155274043791769633710

Job Views:

3

Posted:

22.03.2025

Expiry Date:

06.05.2025

Job Description:

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.

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

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