Senior Wealth Advisor For High-Net-Worth Clients

4 giorni fa

Napoli, Italia Mercer Advisors A tempo pieno

A leading financial services firm in Naples seeks an Associate Wealth Advisor to serve as the primary trusted advisor to high-net-worth clients.The position involves business development and delivering comprehensive financial planning.Ideal candidates have a Bachelor's degree, minimum 3 years of experience, and a CFP designation.Strong client focus, investment knowledge, and sales aptitude are essential.Join a collaborative team committed to making a significant impact on clients' financial lives.#J-*****-Ljbffr

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