Wealth Advisor — High‑Net‑Worth Client Partner

Mercer Advisors; Napoli; In loco; EUR 60.000 - 100.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client communications, and ensuring adherence to best practices. This role offers a competitive benefits package and opportunities for professional growth.

Servizi

Company Paid Life Insurance

401(k) Retirement Plan

Generous paid time off

Health Savings Account with company contributions

Competenze

• 5 to 15 years of job-related experience in financial services.
• Possession of CFP or other financial certifications preferred.
• Ability to present financial planning concepts effectively.

Mansioni

• Function as the primary advisor to high net worth clients.
• Analyze and present financial planning modules to clients.
• Generate referrals and ensure client retention.

Conoscenze

Business Development

Wealth Management

Financial Planning

Sales Experience

Investment Experience

Formazione

Bachelor's degree in Business Economics Accounting or Finance

Strumenti

MS Word

Excel

PowerPoint

Salesforce

Descrizione del lavoro

A leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client communications, and ensuring adherence to best practices. This role offers a competitive benefits package and opportunities for professional growth.