Asesor financiero

HacerCapital Corporation; Mérida; Presencial; MXN 40,000 - 60,000; Jornada completa

Descripción de la vacante

A financial services firm in Mérida is seeking a skilled financial planner to deliver personalized investment solutions. The ideal candidate will support clients in achieving their financial goals, ensuring the accuracy of financial plans. Candidates with 5+ years of experience in finance and strong interpersonal skills are encouraged to apply.

Formación

• 5+ years of industry experience.
• Strong understanding of the investment business.

Responsabilidades

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

Conocimientos

Financial planning support

Interpersonal skills

Educación

Bachelor's degree in Finance or related field

Descripción del empleo

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
• Excellent interpersonal skills