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INDEPENDENT FINANCIAL ADVISER (COMMISSION BASED ONLY)

Descripción de la oferta de empleo

Job descriptionAre you an experienced and dedicated Independent Financial Advisor looking for an exciting opportunity to showcase your expertise? Private Client Consultancy invites you to join our esteemed team!We are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.Responsibilities:Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.Leverage strong relationship-building skills to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.Utilize active listening and emotional intelligence to understand client needs and offer solutions that address both their financial and emotional concerns.Build and maintain strong client relationships through persuasive, confident communication and ongoing support.Demonstrate persistence in following up with potential clients, overcoming objections, and closing sales.Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.Requirements:Proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.Strong knowledge of financial planning principles, investment products, and regulatory requirements.Sales-focused mindset with excellent communication, interpersonal, and analytical skills.Ability to work independently and remotely while maintaining high levels of productivity and professionalism.Goal-oriented with a drive to exceed client expectations and meet sales targets.Relevant certifications (e.g., CFP, CFA, Series 7) preferred.Fluency in English; additional languages such as Spanish, German, or French are a plus.Benefits:Unlimited earning potential through a commission-only structure.Opportunities for professional development and career advancement within a dynamic and supportive environment.Collaborative culture that values innovation, diversity, adaptability, and continuous learning.Job Types: Full-time, Commission only.Language:English (Required)Work Location: In person
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Detalles de la oferta

Empresa
  • Private Client Consultancy
Localidad
  • En toda España
Dirección
  • Sin especificar - Sin especificar
Fecha de publicación
  • 16/10/2024
Fecha de expiración
  • 14/01/2025
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