If you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you!
JOB DESCRIPTION
As a Wealth Management Advisor, you will be responsible for retaining clients, generating investment opportunities, and presenting investment strategies, all under the supervision of the Sales Director.
REQUIREMENTS:
- Do you hold a license as a mutual fund representative?
- Do you have experience as a Wealth Management Advisor, financial planner, or in a similar position?
- Are you bilingual?
JOB RESPONSIBILITIES:
- Retain and build loyalty with existing clientele.
- Independently manage the assigned client portfolio.
- Ensure service continuity in collaboration with the business development advisor.
- Develop and present comprehensive financial plans, investment strategies, and identify opportunities based on each client’s profile.
- Actively contribute to clients’ financial goal achievement.
- Serve a bilingual clientele.
BENEFITS:
- Highly competitive base salary compared to the market.
- Bonus based on sales objectives.
- 100% remote work.
- Flexible working hours.
- Retirement savings plan with employer contribution.
- Group insurance including telemedicine.
ABOUT US
IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently experiencing significant growth.
At this stage, we are actively seeking a Wealth Management Advisor to join our team.
At IT360 Financial, we value advisors who are passionate about excellent customer service, possess great autonomy, a strong collaborative spirit, and remarkable communication skills.
Working with IT360 Financial means:
- Collaborating with motivated advisors to provide products, investments, and build customer loyalty.
- Receiving a high-quality client portfolio from day one.
- Enjoying efficient administrative support, working closely with advisors.
- Enjoying acknowledgment of a balanced work-life.
- Being part of a passionate team, united by common goals.
If you are interested in this position within a rapidly growing team, please apply directly via email at marketing@financesti360.com
Please note that only selected candidates will be contacted.
