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.
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.