Financial Advisor
12 ore fa
Financial Advisor at Kairos Position Overview:Kairos Accounting is looking for a knowledgeable and client-focused Financial Advisor to join our team. This role involves providing expert financial advice to our clients helping them make informed decisions about their financial futures. The ideal candidate will have a strong understanding of financial markets, investment strategies and personal finance management.Key Responsibilities:Client Financial Assessment:Conduct comprehensive evaluations of clients financial situations, goals and risk tolerance.Investment Strategy Development:Develop personalized investment strategies and financial plans tailored to clients’ needs and objectives.Financial Planning and Advice:Provide ongoing financial planning and advice including retirement planning, tax strategies, estate planning and risk management.Portfolio Management:Manage and monitor clients’ investment portfolios, making adjustments as necessary to align with financial goals and market conditions.Client Relationship Management:Build and maintain strong relationships with clients, offering timely and proactive financial advice.Market Analysis:Stay abreast of financial market trends and economic developments to inform investment strategies and client recommendations.Regulatory Compliance:Ensure all financial advice and planning adheres to legal and regulatory requirements.Educational Initiatives:Conduct financial education workshops and seminars for clients and the community.Qualifications and Skills:Bachelors degree in Finance, Economics or related field; Masters degree or professional certifications (e.g. CFP, CPA) preferred.Proven experience as a Financial Advisor or relevant financial planning role.In-depth knowledge of financial planning, investment strategies and market analysis.Excellent analytical and problem‑solving skills.Strong interpersonal and communication abilities with an emphasis on building client relationships.Proficiency in financial planning software and Microsoft Office Suite.Detail‑oriented with high ethical standards and professionalism.Benefits:Competitive salary with performance‑based incentives.Health, dental and vision insurance plans.Retirement savings plan with company matching.Professional development opportunities and support for continuing education.Flexible working arrangements including remote work options.A collaborative and supportive team environment.Application Process:Interested applicants should submit their resume, cover letter and any relevant certifications via our website or toApply Here . Please use “Financial Advisor Application” as the subject line.At Kairos Accounting we value a work culture that is collaborative, inclusive and focused on our employees’ well‑being. We encourage creativity, value diverse perspectives and strive to create a balance between professional growth and personal well‑being.We are very thrilled to have a valuable addition to our team We look forward to working with you and reaching new heightsRequired Experience:Unclear SeniorityKey Skills:Business DevelopmentEstate LawSales ExperienceTrustsWealth ManagementFinancial ServicesInvestment ExperienceMilitary ExperienceSecurities LawCustomer Relationship ManagementFinancial PlanningWillsEmployment Type:ContractExperience:yearsVacancy:1#J-18808-Ljbffr
-
Financial Advisor
15 ore fa
Rome, Italia Altro A tempo pienoFinancial Advisor at KairosPosition Overview: Kairos Accounting is looking for a knowledgeable and client-focused Financial Advisor to join our team. This role involves providing expert financial advice to our clients helping them make informed decisions about their financial futures. The ideal candidate will have a strong understanding of financial markets,...
-
Financial Advisor
6 giorni fa
Rome, Italia Altro A tempo pienoFinancial Advisor Remoto - Investimenti in Diamanti (Freelance)L'OpportunitàIDC Group, leader nel settore degli investimenti in beni rifugio e nella conservazione patrimoniale tramite diamanti certificati, è alla ricerca di Financial Advisor altamente motivati e orientati al risultato, da inserire nel proprio team in forte espansione.Posizione e Modalità...
-
Financial Advisor
6 giorni fa
Rome, Italia Altro A tempo pienoFinancial Advisor Remoto - Investimenti in Diamanti (Freelance)L'OpportunitàIDC Group, leader nel settore degli investimenti in beni rifugio e nella conservazione patrimoniale tramite diamanti certificati, è alla ricerca di Financial Advisor altamente motivati e orientati al risultato, da inserire nel proprio team in forte espansione.Posizione e Modalità...
-
Remote Financial Advisor
15 ore fa
Rome, Italia Altro A tempo pienoA financial consulting firm in Italy is seeking a knowledgeable Financial Advisor to join their team. The role involves providing expert financial advice to clients, conducting assessments, and developing personalized investment strategies. The ideal candidate should hold a Bachelor's degree in Finance or Economics, have proven experience in financial...
-
Remote Financial Advisor: Diamond Investments
6 giorni fa
Rome, Italia Altro A tempo pienoUn'azienda nel settore degli investimenti cerca un Financial Advisor da remoto. Questa posizione permette flessibilità e autonomia. Il candidato ideale ha esperienza nelle vendite e solide conoscenze in investimenti, puntando a sviluppare un portafoglio di clienti di alta qualità. Offriamo supporto formativo e retribuzione basata su commissioni per...
-
Junior Financial Analyst
4 settimane fa
Rome, Italia Loan Agency Services A tempo pienoQualifica : Junior Financial Analyst Sede : Roma Chi siamo Società leader nei servizi di agency e negli strumenti per la gestione e il monitoraggio del credito Job Description Il/La candidato/a si occuperà di analizzare e gestire accordi di ristrutturazione, contratti di finanziamento, emissioni di corporate bond e servizi specializzati ai fini della...
-
Senior Financial Analyst- AI, Sales and Marketing Finance
3 settimane fa
Rome, Italia Amazon A tempo pienoSenior Financial Analyst- AI, Sales and Marketing Finance Job ID: 3146954 | Amazon.com Services LLC Amazon seeks an experienced Senior Financial Analyst specialized in AI to play a key role on the Amazon Devices Finance Team. Over the past decade Amazon has developed a number of market‑leading, innovative, and fast‑growing digital and mobile businesses...
-
Finance Business Partner — Rome
3 settimane fa
Rome, Italia MioDottore A tempo pienoA dynamic healthcare tech company in Rome is seeking a Finance Business Partner. This role involves acting as a strategic financial advisor, collaborating with teams, and overseeing budgeting and forecasting processes. Ideal candidates should have 3-5 years of finance experience, preferably in a consulting environment, and possess a strong understanding of...
-
financial business partner analyst
1 settimana fa
Greater Rome Metropolitan Area, Italia Aims International Italia Società Benefit A tempo pienoOur client is one of the leading international players in the field of innovative patient solutions and healthcare.The company's values are embedded in the organization and foster positive, dynamic and people-centered work environment that empowers individuals.The company is truly committed to developing its strategies by enhancing skills and creating...
-
Family Finance
2 settimane fa
Rome, Italia Altro A tempo pienoUna compagnia assicurativa leader in Italia cerca un Financial Family Specialist per Roma e provincia. Il ruolo richiede ottime doti comunicative e un approccio consulenziale. Il candidato lavorerà con famiglie italiane nella pianificazione del risparmio e nella protezione dai rischi. Si offre retribuzione competitiva e opportunità di sviluppo...
