A global financial institution located in Naples seeks a qualified financial advisor to help clients meet their financial goals through customized solutions. Responsibilities include building financial plans and recommending appropriate products. Candidates should hold the required licenses and have relevant experience in finance and sales. Strong relationship management skills are essential for...
Overview Usa l’IA per valutare se hai un profilo adeguato. Ottieni i suggerimenti dell’IA su questa offerta di lavoro e altre funzionalità esclusive. Invia un messaggio diretto all’autore dell’offerta di lavoro da ALLEANZA ASSICURAZIONI S.P.A. Posizioni disponibili - Private Advisor presso Alleanza Assicurazioni Spa - Consulente Finanziario - AVELLINO - Programma Next - Diventa Consulente per...
Pay Competitive Employment type: Full-Time Job Description Req#: *****BR READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education, and more. As a financial advisor with...
Chi siamo Siamo è una fintech italiana parte di un importante gruppo nazionale, nata con l'obiettivo di ridisegnare il modo in cui persone e aziende accedono agli investimenti. Attraverso soluzioni digitali innovative (wallet, IBAN, carte e asset tokenizzati), rendiamo semplice e sicuro l'ingresso nel mercato finanziario immobiliare e in altri strumenti ad alto rendimento ma a basso rischio. La...
A leading financial services provider in Italy is seeking a financial advisor to assist clients in achieving their financial goals. The successful candidate will have comprehensive responsibilities including triaging client leads, recommending brokerage products, and building financial plans. Candidates should possess Series 7 & 66 licenses, with prior experience in the investments or sales...
Position Summary:The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments...
Synergie Italia Spa, filiale di Milano Cadorna, seleziona per importante azienda operante nel settore energetico un profilo da inserire in qualità di: FINANCIAL ANALYST - VALUTAZIONE IMPEGNI E INVESTIMENTI La risorsa, inserita nella Direzione Finance , in particolare nella funzione Valutazione Impegni e Investimenti , supporterà il processo decisionale per l'analisi economico-finanziaria di nuove...
La divisione Banca dImpresa di Credit Agricole Italia cerca un "ESG Advisor" da inserire nella propria struttura specialistica. La risorsa, in collaborazione con gli altri colleghi del Team ESG, dovrà supportare la rete commerciale nellorigination e strutturazione di operazioni di finanza di transizione e nella valutazione di dossier creditizi relativi a clienti di settori attenzionati secondo le...
A leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client communications, and ensuring adherence to...
BeOne continues to grow at a rapid pace with challenging and exciting opportunities for experienced professionals. When considering candidates, we look for scientific and business professionals who are highly motivated, collaborative, and most importantly, share our passionate interest in fighting cancer.General Description:As a member of the organization, the Medical Advisor Solid Tumors will...
Position Summary:The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments...
La divisione Banca d'Impresa di Credit Agricole Italia cerca un "ESG Advisor" da inserire nella propria struttura specialistica. La risorsa, in collaborazione con gli altri colleghi del Team ESG, dovrà supportare la rete commerciale nell'origination e strutturazione di operazioni di finanza di transizione e nella valutazione di dossier creditizi relativi a clienti di settori attenzionati secondo...
Why Work at Mercer Advisors Why Work at Mercer Advisors For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over ***** families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the...
Un'importante azienda nel settore assicurativo cerca un Account Manager a Centola, Campania. Il candidato ideale ha un diploma o una laurea ed è automunito, con ottime capacità relazionali e organizzative. Offriamo un inserimento iniziale con un minimo garantito di 800€ durante i primi 4 mesi, seguito da compensi a provvigione e bonus trimestrali. Si richiede flessibilità nella gestione...
Pay Competitive Employment type: Full-Time Job DescriptionReq#: *****BR READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education, and more. As a financial advisor with Edward...
A global financial institution located in Naples seeks a qualified financial advisor to help clients meet their financial goals through customized solutions. Responsibilities include building financial plans and recommending appropriate products. Candidates should hold the required licenses and have relevant experience in finance and sales. Strong relationship management skills are essential for...
Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...
La divisioneBanca d'Impresa di Credit Agricole Italiacerca un "ESG Advisor"da inserire nella propria struttura specialistica. La risorsa, in collaborazione con gli altri colleghi del Team ESG, dovràsupportare la rete commerciale nell'origination e strutturazione di operazioni di finanza di transizionee nellavalutazione di dossier creditizi relativi a clienti di settori attenzionatisecondo le...
Description : The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct...
DescriptionThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...