A leading financial services firm seeks an Associate Wealth Advisor to provide tailored financial planning and investment advice to high-net-worth clients. In this pivotal role, you'll support the firm’s wealth management team, ensuring client retention and satisfaction. Ideal candidates will have extensive knowledge in finance, with relevant certifications and a degree in related fields...
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...
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...
OverviewUsa 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 disponibiliPrivate Advisor presso Alleanza Assicurazioni SpaConsulente Finanziario - AVELLINO - Programma NextDiventa Consulente per l'ENERGIA |...
Vitalità, entusiasmo e flessibilità devono caratterizzare il tuo profilo, ma anche senso del rigore e del «lavoro fatto bene», e soprattutto un’indole orientata al raggiungimento dell’obiettivo. Se hai una forte “propensione al sì”, sai tenere sempre alta la motivazione e cerchi un’opportunità per consolidare la tua esperienza facendo leva sulla struttura del nostro progetto, questo profilo...
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...
Location: Italy or UK (with regional oversight across Europe, including the UK) Reports To: Global CFO About the Company Our client is a fast-growing and dynamic automotive company entering an exciting phase of international expansion. With a strong focus on innovation, sustainability, and operational excellence, the company is scaling its presence across key European markets. Position...
A leading financial services firm seeks an Associate Wealth Advisor to provide tailored financial planning and investment advice to high-net-worth clients. In this pivotal role, you'll support the firm’s wealth management team, ensuring client retention and satisfaction. Ideal candidates will have extensive knowledge in finance, with relevant certifications and a degree in related fields...
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...
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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent,...
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...
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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent,...
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...
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...
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...
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...
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...