Senior Financial Planner
4 semanas atrás
About 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 Responsibilities:
Cultivate and maintain strong relationships with clients, providing expert financial guidance 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.
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.
What We Offer:
An attractive package and a supportive, collaborative work environment.
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