CONSULENTE FINANZIARIO

JR Italy; Pavia; 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 support clients in achieving their long-term financial goals through meticulous financial planning and relationship management. Your expertise will be pivotal in preparing accurate financial plans and collaborating with investment professionals to enhance client relationships. This position offers a dynamic environment where your contributions directly impact clients' financial success, making it an exciting opportunity for seasoned professionals in the finance sector.

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 and verify financial plans for accuracy.

Conoscenze

Financial Planning

Client Relationship Management

Investment Strategies

Formazione

Bachelor's degree in Finance

Descrizione del lavoro

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The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be 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