CONSULENTE FINANZIARIO

Social network you want to login/join with: 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 in cultivating client relationships Prepare financial plans and verify their accuracy Qualifications Bachelor's degree in Finance or a related field 5 years of industry experience Strong understanding of the investment business J-18808-Ljbffr

Location: provincia-di-varese, IT

Posted Date: 6/1/2025