Consulente Finanziario

12 ore fa

cremona cr, provincia di cremona, Italia Piramide Srl Tempo pieno

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualifications
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills