Independent Financial Advisor

6 meses 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 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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