Job Title: Independent Financial Advisor
Join our leading Wealth Management firm in Portugal as an experienced and qualified Independent Financial Advisor. As an expert in the field, you will provide top-notch financial advice to clients, helping them achieve their financial goals and secure their future.
Key Responsibilities:
* Build and maintain strong relationships with clients, offering personalized financial guidance and expertise.
* Conduct thorough financial assessments of clients' current situation and future goals.
* Develop and implement tailored financial plans, including investment, retirement, and tax planning strategies.
* Monitor clients' financial progress and adjust plans as necessary.
* Stay up-to-date with industry trends and regulations to ensure compliance and deliver exceptional client service.
Requirements:
* Minimum 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.
About Us:
We offer a competitive package and a supportive, collaborative work environment. If you're passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.