Consulente finanziario ISCRITTO ALBO OCF

JR Italy; Vicenza; 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 help clients achieve their long-term financial goals by creating and verifying financial plans. Your expertise will support investment professionals in cultivating strong client relationships. If you have a passion for finance and a strong understanding of the investment business, this opportunity offers a chance to make a significant impact in a collaborative environment.

Competenze

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

Mansioni

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

Conoscenze

Financial Planning

Investment Knowledge

Interpersonal Skills

Formazione

Bachelor's degree in Finance

Descrizione del lavoro

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EU work permit required:

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Job Reference:

276531334061490176033712

Job Views:

1

Posted:

02.05.2025

Expiry Date:

16.06.2025

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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 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
• Excellent interpersonal skills