Senior Financial Planner for High-Net-Worth Individuals
hace 2 semanas
**Job Overview**
We are a leading wealth management firm in Spain, seeking an experienced Senior Financial Planner to join our team. The ideal candidate will have a strong background in financial planning and a passion for helping high-net-worth individuals achieve their financial goals.
**Key Responsibilities**
- BUILD AND MAINTAIN STRONG RELATIONSHIPS WITH CLIENTS, PROVIDING EXPERT FINANCIAL ADVICE AND GUIDANCE TO HELP THEM ACHIEVE THEIR FINANCIAL OBJECTIVES.
- CONDUCT THOROUGH FINANCIAL ASSESSMENTS OF CLIENTS' CURRENT FINANCIAL SITUATIONS AND FUTURE GOALS, DEVELOPING PERSONALIZED FINANCIAL PLANS THAT MEET THEIR NEEDS.
- MONITOR CLIENTS' FINANCIAL PROGRESS AND MAKE ADJUSTMENTS TO THEIR PLANS AS NECESSARY TO ENSURE THEY REMAIN ON TRACK TO ACHIEVING THEIR GOALS.
**Requirements**
- A MINIMUM 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.
**Benefits**
- A COMPETITIVE SALARY RANGE OF €80,000 - €120,000 PER ANNUM, DEPENDENT ON EXPERIENCE.
- A SUPPORTIVE AND COLLABORATIVE WORK ENVIRONMENT.
- ONGOING TRAINING AND DEVELOPMENT OPPORTUNITIES TO HELP YOU GROW YOUR CAREER.
**Other Information**
The successful candidate will be required to work independently and as part of a team to deliver excellent results for our clients. If you are a motivated and experienced financial planner looking for a new challenge, we encourage you to apply for this exciting opportunity.
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