Independent Financial Advisor

hace 3 semanas

Málaga, España Click and Connect Online Limited A tiempo completo

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Malaga, Spain

We are representing a leading Wealth Management firm in Malaga, Spain, seeking an experienced and qualified Independent Financial Advisor to join their team.

As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

Requirements:

- 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.

- Ability to work independently and as part of a team.

Responsibilities:

- Foster 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.

We offer a competitive package and a supportive, collaborative work environment. 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.

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