Senior Wealth Advisor for High-Net-Worth Clients

1 settimana fa


Napoli, Italia Mercer Advisors A tempo pieno

A leading financial services firm in Naples seeks an Associate Wealth Advisor to serve as the primary trusted advisor to high-net-worth clients. The position involves business development and delivering comprehensive financial planning. Ideal candidates have a Bachelor's degree, minimum 3 years of experience, and a CFP designation. Strong client focus, investment knowledge, and sales aptitude are essential. Join a collaborative team committed to making a significant impact on clients' financial lives.#J-18808-Ljbffr



  • Casalnuovo di Napoli, Italia Altro A tempo pieno

    A leading financial services firm in Naples seeks an Associate Wealth Advisor to serve as the primary trusted advisor to high-net-worth clients. The position involves business development and delivering comprehensive financial planning. Ideal candidates have a Bachelor's degree, minimum 3 years of experience, and a CFP designation. Strong client focus,...


  • Napoli, Italia Mercer Advisors A tempo pieno

    A leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client...


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    2 settimane fa


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