Financial Advisor

2 giorni fa

Roma, Lazio, Italia Kairos A tempo pieno
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:

  1. Client Financial Assessment: Conduct comprehensive evaluations of clients' financial situations, goals, and risk tolerance.
  2. Investment Strategy Development: Develop personalized investment strategies and financial plans tailored to clients' needs and objectives.
  3. Financial Planning and Advice: Provide ongoing financial planning and advice, including retirement planning, tax strategies, estate planning, and risk management.
  4. Portfolio Management: Manage and monitor clients' investment portfolios, making adjustments as necessary to align with financial goals and market conditions.
  5. Client Relationship Management: Build and maintain strong relationships with clients, offering timely and proactive financial advice.
  6. Market Analysis: Stay abreast of financial market trends and economic developments to inform investment strategies and client recommendations.
  7. Regulatory Compliance: Ensure all financial advice and planning adheres to legal and regulatory requirements.
  8. Educational Initiatives: Conduct financial education workshops and seminars for clients and the community.

Qualifications and Skills:

  • Bachelor's degree in Finance, Economics, or related field; Master's 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 to 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 heights

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