Independent Financial Advisor, Portalegre Portalegre

Independent Financial Advisor, Portalegre
Portalegre
Portalegre, Portalegre District, Portugal

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Client:

Location:

Portalegre, Portugal

Job Category:

Other

EU work permit required:

Yes

Job Reference:

c83accbaec32

Job Views:

42

Posted:

23. 01. 2025

Expiry Date:

09. 03. 2025

Job Description:

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Portugal

We are representing an International leading Wealth Management firm in Portugal, looking for 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, helping them to achieve their financial goals and secure their financial futures.

Requirements:

1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
2. Industry leading qualifications such as CFP, CFA, or other relevant certifications
3. Transferable client base and AUM
4. Excellent communication and interpersonal skills
5. Strong analytical and
   - solving abilities
6. Ability to work independently and as part of a team

Responsibilities:

1. Build and maintain relationships with clients, providing them with expert financial advice and guidance
2. Conduct thorough financial assessments of clients' current financial situations and future goals
3. Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
4. Monitor clients' financial progress and adjust plans as necessary
5. Keep
   -
   - date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Please submit your resume and cover letter with the subject line "691PT Independent Financial Advisor – Portugal" or click to apply today.