Consulente Finanziario – Costruisci il tuo futuro con Piramide, Partner Esclusivo Findomestic | NUOVE SEDI NORD ITALIA
7 giorni fa
cremona, lombardy, Italia
Piramide Srl
Tempo pieno
Gratuito con email o Google
Salva questo lavoro e mantieni la tua ricerca organizzata
Crea un account gratuito per salvare lavori, creare avvisi e tornare a questa inserzione dalla tua dashboard.
Gratuito con email o Google
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
- Bachelors degree in Finance or related field
- 5+ years of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills