Independent Financial Advisor

2 semanas atrás

Faro, Portugal Click And Connect Online Limited Tempo inteiro

Job Advertisement:

Independent Financial Advisor for Leading Wealth Management Firm in Loulé, PortugalWe are representing a prominent Wealth Management firm in Loulé, Portugal, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and securing their financial futures.


Requirements:

  • Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Possession of industryleading qualifications such as CFP, CFA, or other relevant certifications.
  • Transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problemsolving abilities.
  • Ability to work autonomously and collaboratively within a team setting.

Responsibilities:

  • Cultivate and maintain strong relationships with clients, delivering expert financial advice and support.
  • Conduct thorough assessments of clients' existing financial situations and future aspirations.
  • Create and execute customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Regularly monitor clients' financial progress and adjust plans as required.
  • Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.
We offer an attractive package and a supportive, collaborative work environment.

If you meet the outlined criteria and are enthusiastic about assisting clients in achieving their financial objectives, we encourage you to apply for this exciting opportunity.

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