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

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