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.