Consulente Finanziario Iscritto Albo Ocf

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

Descrizione del lavoro

An established industry player is seeking a skilled financial planner to deliver personalized investment solutions. In this role, you will support clients in achieving their long-term financial goals by preparing and verifying financial plans. Your expertise in the investment business and excellent interpersonal skills will be crucial in cultivating strong client relationships. Join a dynamic team where your contributions will make a significant impact in the financial sector, helping clients navigate their financial journeys with confidence.

Competenze

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

Mansioni

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

Conoscenze

Financial Planning

Client Relationship Management

Investment Knowledge

Interpersonal Skills

Formazione

Bachelor's degree in Finance

Descrizione del lavoro

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:

1. Provide financial planning support to clients
2. Support investment professionals in cultivating client relationships
3. 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
• Excellent interpersonal skills