Consulente Finanziario Iscritto Albo Ocf, Abano Terme Abano Terme

Consulente Finanziario Iscritto Albo Ocf, Abano Terme
Abano Terme
Veneto, Abano Terme

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773155274043791769633710 Job Views:

4 Posted:

11. 03. 2025 Expiry Date:

25. 04. 2025 Job Description:

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

They should 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

Bachelor's degree in Finance or related field 5+ years of industry experience Strong understanding of the investment business Excellent interpersonal skills

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