Independent Financial Advisor
5 meses atrás
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 industry-leading qualifications such as CFP, CFA, or other relevant certifications.- Transferable client base and AUM.- Excellent communication and interpersonal skills.- Strong analytical and problem-solving 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.#J-18808-Ljbffr
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Independent Financial Advisor
3 meses atrás
Faro, Portugal Independent Resourcing Consultancy Tempo inteiroJob 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...
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Independent Financial Advisor
5 meses atrás
Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiroJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, Portugal We 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...
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Independent Financial Advisor
3 meses atrás
Faro, Portugal Click And Connect Jobs Tempo inteiroJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, Portugal We 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...
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Independent Financial Advisor
5 meses atrás
Faro, Portugal Click And Connect Online Limited Tempo inteiroJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, Portugal We 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...
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Senior Financial Consultant
1 semana atrás
Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiroJob Title: Senior Financial ConsultantAbout the Role:We are seeking a highly skilled Senior Financial Consultant to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Consultant, you will play a crucial role in providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial...
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Senior Wealth Management Specialist
Há 5 dias
Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiroJob Title: Independent Financial AdvisorAbout the Role:We are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial...
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Financial Services Professional
2 semanas atrás
Faro, Portugal Click And Connect Online Limited Tempo inteiroIndependent Financial Advisor OpportunityWe are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Click And Connect Online Limited. As a key member of our wealth management team, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and...
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Financial Advisors Wanted In Portugal
4 meses atrás
Faro, Portugal Prestige Ifa Jobs Tempo inteiro.Due to aggressive and ambitious expansion our client is now accepting job applications from financial advisors to work in Portugal. Our client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial well-being of their clientele. They seek Investment Advisory Wealth Managers eager to embark on their...
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Financial Advisor
3 semanas atrás
Faro, Portugal Planetpeople Tempo inteiroEssa vaga expirou no Indeed Possíveis motivos: a empresa não está aceitando inscrições, não está contratando ou está analisando inscrições FINANCIAL ADVISOR (M/F) - FARO PlanetPeople Faro Se procura um novo desafio e integrar uma equipa jovem que define os seus próprios objetivos e remunerações, está no sítio certo! O momento é agora, agarre...
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Financial Advisor
4 semanas atrás
Faro, Portugal Planetpeople Tempo inteiroEssa vaga expirou no Indeed Possíveis motivos: a empresa não está aceitando inscrições, não está contratando ou está analisando inscrições FINANCIAL ADVISOR (M/F) - FARO PlanetPeople FaroSe procura um novo desafio e integrar uma equipa jovem que define os seus próprios objetivos e remunerações, está no sítio certo! O momento é agora, agarre...
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Senior Financial Consultant
2 semanas atrás
Faro, Portugal Click And Connect Online Limited Tempo inteiroJob Title: Senior Financial ConsultantWe are seeking a highly skilled Senior Financial Consultant to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Consultant, you will play a crucial role in providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.Key...
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Financial Advisor
2 meses atrás
Faro, Portugal Planetpeople Tempo inteiroDescrição da EmpresaA PlanetPeople é uma empresa especializada em Recrutamento e Seleção, e Outsourcing, com soluções integradas para empresas modernas em variados segmentos. Acreditamos que as pessoas não são recursos, mas sim pessoas! Por isto, aplicamos sempre uma abordagem humanizada nos negócios.Descrição da FunçãoCaracterização do...
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Financial Advisor
2 meses atrás
Faro, Portugal Planetpeople Tempo inteiroDescrição da Empresa A PlanetPeople é uma empresa especializada em Recrutamento e Seleção, e Outsourcing, com soluções integradas para empresas modernas em variados segmentos. Acreditamos que as pessoas não são recursos, mas sim pessoas! Por isto, aplicamos sempre uma abordagem humanizada nos negócios. Descrição da Função Caracterização do...
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Financial Advisor
2 semanas atrás
Faro, Portugal Planetpeople Tempo inteiroCLIENTESe procura um novo desafio e integrar uma equipa jovem que define os seus próprios objetivos e remunerações, está no sítio certo! O momento é agora, agarre esta oportunidade!A PlanetPeople, empresa especializada em R&S e Outsourcing encontra-se a recrutar um Financial Advisor para uma instituição financeira especialista na concessão de...
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Senior Financial Planner
Há 3 dias
Faro, Portugal Phiture Tempo inteiroAbout the Role:We are seeking a highly skilled Senior Financial Planner to join our esteemed team at Phiture, a leading wealth management firm in Loué, Portugal. As a Senior Financial Planner, you will play a crucial role in delivering expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.Key...
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Senior Financial Consultant
2 semanas atrás
Faro, Portugal Click And Connect Online Limited Tempo inteiro**Wealth Management Opportunity**Click And Connect Online Limited is seeking a highly skilled and experienced Senior Financial Consultant to join their team. As a key member of the wealth management team, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.The...
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Senior Financial Analyst
2 semanas atrás
Faro, Portugal Shiji Group Tempo inteiroShiji Group is a leading software supplier in the hospitality and retail industries. As a Senior Financial Analyst, you will play a key role in the company's financial operations. Your responsibilities will include:Key Responsibilities:Managing accounting operations in Portugal and serving as a backup for other EU entities as neededAssisting the finance...
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Conselheiro de Vendas
2 semanas atrás
Faro, Portugal H&M Group Tempo inteiroDesenvolve a tua carreira na moda com a H&MA H&M é uma marca de moda que oferece estilo e inspiração mais recentes, desde colaborações especiais com designers até artigos essenciais de guarda-roupa. Nossa ideia de negócio é oferecer moda e qualidade ao melhor preço, de uma forma sustentável.Função de Sales AdvisorComo Sales Advisor, juntamente...
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Vendedor de Venda
2 semanas atrás
Faro, Portugal H&M Group Tempo inteiroDesenvolve a tua carreira na moda com a H&MDamos-te as boas-vindas à H&M, um lugar onde podes criar e crescer. Nós oferecemos um ambiente onde te sentirás bem e prosperarás.A H&M é uma marca de moda que oferece estilo e inspiração mais recentes, desde colaborações especiais com designers até artigos essenciais de guarda-roupa. A nossa ideia de...
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Private Client Advisor Portugal
2 meses atrás
Faro, Portugal Prestige Ifa Jobs Tempo inteiroCompany Overview: Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector. Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a next generation platform business.With...