Consulente Finanziario

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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 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