Financial Services Professional

hace 3 días


Marbella, Málaga, España Prestige Ifa Jobs A tiempo completo
  1. About Our Client
  • Prestige Ifa Jobs is proud to partner with a leading financial advisory firm based in Costa del Sol, Spain.
About the Job
  • We are seeking an experienced and dedicated Independent Financial Advisor to showcase expertise in the financial sector.
  • The successful candidate will provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
Responsibilities
  • 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.
  • Generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
Requirements
  • Proven experience as an Independent Financial Advisor (and/or in sales), with a track record of success in delivering top-notch financial services.
  • Strong knowledge of financial planning principles, investment products, and regulatory requirements.
  • Excellent communication, interpersonal, and analytical skills.


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