Wealth Manager

**Are you an experienced and dedicated Independent Financial Advisor looking for an exciting opportunity to showcase your expertise? Private Client Consultancy invites you to join our esteemed team**

We are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.

**Responsibilities**:

- Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
- Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
- Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
- **Leverage strong relationship-building skills** to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
- **Utilize active listening and emotional intelligence** to understand client needs and offer solutions that address both their financial and emotional concerns.
- Build and maintain strong client relationships through **persuasive, confident communication** and ongoing support.
- **Demonstrate persistence in following up with potential clients**, overcoming objections, and closing sales.
- Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.

**Requirements**:

- Proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.
- Strong knowledge of financial planning principles, investment products, and regulatory requirements.
- **Sales-focused mindset** with excellent communication, interpersonal, and analytical skills.
- Ability to work independently and remotely while maintaining high levels of productivity and professionalism.
- **Goal-oriented with a drive to exceed client expectations and meet sales targets**.
- Relevant certifications (e.g., CFP, CFA, Series 7) preferred.
- Fluency in English; additional languages such as Spanish, German, or French are a plus.

**Benefits**:

- Unlimited earning potential through a commission-only structure.
- Opportunities for professional development and career advancement within a dynamic and supportive environment.
- Collaborative culture that values **innovation, diversity, adaptability**, and continuous learning.

**Job Types**: Full-time, Commission

Pay: From 60,000.00€ per year

Application Question(s):

- n your previous roles, how have you developed and maintained strong client or customer relationships? Can you give an example of how you’ve used networking to generate new business or opportunities?
- Describe a time when you had to convince a client or customer to buy into an idea, product, or service they were initially unsure about. How did you build confidence and trust in your recommendation?
- Tell me about a situation where a client or customer had concerns or doubts. How did you actively listen to understand their needs and emotions, and how did you adjust your approach to successfully address their concerns?
- Can you give an example of a time when a client or prospect was resistant to your sales pitch or offer? How did you handle the objections, and what was the outcome?
- n your past roles, how did you stay motivated to meet or exceed sales or performance targets? What strategies did you use to stay focused on achieving your goals?
- Can you describe a situation where you had to change your sales or communication style to suit a client’s personality or background? How did this adaptability affect the outcome?
- Tell me about a time when you identified a problem or pain point for a customer. How did you develop a solution, and how did that lead to a successful outcome or sale?
- Have you had experience working independently or remotely? How did you manage your time, stay productive, and ensure consistent results without direct supervision?

**Language**:

- English (required)

Work Location: In person