Expert Financial Services Advisor for Expats in Spain

hace 1 mes


Marbella, Málaga, España Prestige Ifa Jobs A tiempo completo

About Us: Prestige IFA Jobs is 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.

Job Overview: We are seeking an experienced and dedicated Independent Financial Advisor to showcase expertise in the financial sector.

Salary: The estimated annual salary for this position ranges from €60,000 to €120,000, depending on performance and experience.

About the Role: As an Independent Financial Advisor, you will provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations. Your responsibilities will include conducting thorough financial assessments and analyses to develop customized financial plans aligned with client objectives. You will also offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.

Requirements: To succeed in this role, you will need proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services. You must have strong knowledge of financial planning principles, investment products, and regulatory requirements. A sales-focused mindset with excellent communication, interpersonal, and analytical skills is essential. You should be able to work independently and remotely while maintaining high levels of productivity and professionalism. Relevant certifications (e.g., CFP, CFA, Series 7) are preferred. Fluency in English is required; additional languages such as Spanish, German, or French are a plus.

Benefits: This commission-only structure offers unlimited earning potential. You will have opportunities for professional development and career advancement within a dynamic and supportive environment. Our collaborative culture values innovation, diversity, adaptability, and continuous learning.



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