Independent Financial Advisor - Portugal

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, Portugal We are representing a prominent Wealth Management firm in Loulé, Portugal, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team. As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and securing their financial futures. Requirements: - Minimum of 5 years of experience as a Financial Advisor in the wealth management industry. - Possession of 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 autonomously and collaboratively within a team setting. Responsibilities: - Cultivate and maintain strong relationships with clients, delivering expert financial advice and support. - Conduct thorough assessments of clients' existing financial situations and future aspirations. - Create and execute customized financial plans for clients, encompassing investment, retirement, and tax planning strategies. - Regularly monitor clients' financial progress and adjust plans as required. - Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients. We offer an attractive package and a supportive, collaborative work environment. If you meet the outlined criteria and are enthusiastic about assisting clients in achieving their financial objectives, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr