Independent Financial Advisor

hace 3 días


Málaga, España Independent Resourcing Consultancy Ltd A tiempo completo

About the job Independent Financial Advisor - Spain¿Está considerando presentar su candidatura para este trabajo? Compruebe todos los detalles en esta descripción del puesto y luego haga clic en "Solicitar".Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Malaga, SpainWe are representing a leading Wealth Management firm in Malaga, Spain, seeking an experienced and qualified Independent Financial Advisor to join their team.ResponsibilitiesFoster and maintain relationships with clients, offering expert financial advice and guidance.Perform comprehensive financial assessments of clients' current financial situations and future objectives.Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.Monitor clients' financial progress and adjust plans as necessary.Stay abreast of industry trends and regulations to ensure compliance and provide superior service to clients.RequirementsMinimum of 5 years of experience as a Financial Advisor in the wealth management industry.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 independently and as part of a team.We offer a competitive package and a supportive, collaborative work environment. xsgfvud If you meet the specified criteria and are passionate about assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity.#J-18808-Ljbffr



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