Consulente finanziario ISCRITTO ALBO OCF

JR Italy; Venezia; 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. In this role, you will assist clients in achieving their long-term financial goals by creating and verifying accurate financial plans. The ideal candidate will have a strong background in finance, excellent interpersonal skills, and a deep understanding of the investment business. Join a dynamic team where your expertise will make a significant impact on clients' financial journeys.

Competenze

• 5+ years of experience in the finance industry.
• Strong understanding of investment principles and strategies.

Mansioni

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

Conoscenze

Financial Planning

Client Relationship Management

Investment Knowledge

Interpersonal Skills

Formazione

Bachelor's degree in Finance

Descrizione del lavoro

The job description provides a basic overview of the role and responsibilities, but it can be improved for clarity and formatting. Here's a refined version:

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.

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
• Excellent interpersonal skills