Hybrid Financial Advisor: Remote-Ready Wealth Planning
21 ore fa
A community-focused financial institution is seeking a passionate and experienced Financial Advisor to join their Workers Investments & Planning Solutions team. This role emphasizes building strong client relationships and guiding them through tailored financial planning processes. The candidate will advise on investments, insurance, and retirement accounts while collaborating with internal teams to deliver holistic financial solutions. Flexible hybrid working conditions available. Competitive compensation and a supportive environment for professional development offered.#J-18808-Ljbffr
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Financial Advisor
21 ore fa
WorkFromHome, Italia Workers Credit Union A tempo pienoOverview Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range (Min – Mid): $60,000 to $200,000+ This is a sales commission-based position...
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Fractional Tax
1 settimana fa
WorkFromHome, Italia Founders Factory A tempo pienoLocation Milan or Remote (EU time zones) Engagement Fractional (part time) consulting for the first months, with path to full‑time post‑financing Start ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we...
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Wealth Growth
1 settimana fa
WorkFromHome, Italia ING Group A tempo pienoUna banca internazionale con sede a Milano cerca un Financial Advisors & Wealth Growth Manager. Il candidato ideale ha 5-7 anni di esperienza in ruoli simili e una laurea in Economia o Finanza. Responsabile del reclutamento e inserimento di nuovi consulenti, dovrà lavorare a stretto contatto con vari dipartimenti, definire offerte economiche e monitorare i...
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Fractional AI Wealth Planner
1 settimana fa
WorkFromHome, Italia Founders Factory A tempo pienoA venture capital firm seeks a founding wealth planner in Milan or remote. This part-time consulting role involves designing AI models for wealth advisory, translating real-world planning scenarios, and validating with market feedback. Candidates should have 5+ years of experience in wealth management, particularly in succession and tax planning. Strong...
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Junior Client Advisor Financial Risk
3 settimane fa
WorkFromHome, Italia Marsh McLennan A tempo pienoCompany Marsh Description Marsh is seeking candidates to join our FINPRO Team (Financial & Professional Risk) as a Junior Client Advisor based in Milan. This is a hybrid role that requires working at least three days a week in the office. What can you expect Marsh’s FINPRO Practice helps clients anticipate and manage threats to their business, including...
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Private Banker
4 settimane fa
WorkFromHome, Italia Acolyte Executive Search A tempo pienoPrivate Banker - Investment Advisor Acolyte Executive Search has established a credible presence on behalf of leading private banks in the UK and EMEA. Over the past 2 years with successful senior Private Banking hires into Citibank, Barclays, Julius Baer, JP Morgan and Goldman Sachs. Proud to be recruiting for JP Morgan’s Italian Private Bank team....
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Senior Financial Planning and Analysis
21 ore fa
WorkFromHome, Italia Exein A tempo pienoAbout us At Exein, our mission is to build the world’s first ecosystem for IoT device security, ensuring all types of devices are secure globally. Our dynamic team is passionate about data, machine learning, open source, and firmware. We constantly work to secure millions of devices, making daily life safer for everyone. Our unique products empower...
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Hybrid Junior Client Advisor
4 settimane fa
WorkFromHome, Italia Marsh McLennan A tempo pienoA leading global risk and insurance firm is seeking a Junior Client Advisor in Milan. This full-time, hybrid role involves building client relationships and developing tailored placement solutions. Candidates should have a Master's degree, be fluent in English, and possess strong communication skills. Join an inclusive environment with flexible work options,...
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Home Commercial Planning
2 settimane fa
WorkFromHome, Italia Lavazza Group A tempo pienoA leading coffee roaster is looking for an Italy Home Commercial Planning & Pricing Specialist based in Torino. The role involves commercial and financial planning, analyzing sales data, developing forecasts, and cross-functionally supporting marketing and sales strategies. The ideal candidate should have experience in the FMCG sector, strong analytical...
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Remote Senior Solution Consultant – Financial Consolidation
3 settimane fa
WorkFromHome, Italia Anaplan A tempo pienoA leading software solutions provider is seeking a Senior Solution Consultant – Financial Consolidation & Reporting. This remote/hybrid role involves designing and delivering solutions for financial close processes. The ideal candidate has over 5 years of experience in financial consolidation and is adept with Anaplan or similar platforms. This position...