Key skills
Communication
About this role
Role Overview
- Analyze the financial situation of individual clients, taking into account their needs and personal and family objectives.
- Develop and implement tailored financial plans focused on short-, medium
- and long-term goals.
- Monitor and periodically review financial plans, recommending adjustments when necessary.
- Act in a consultative capacity, promoting financial education and building trust-based client relationships.
- Collaborate with the Valoriq team to ensure integrated, consistent and personalized solutions.
Requirements
- Previous experience in financial planning or with financial products.
- Excellent analytical and communication skills.
- Proactivity, organization and results orientation.
- Knowledge of investments, wealth planning and retirement planning is a plus.
- Certifications such as CFP®, CEA, CPA-20 or similar.
- Experience with financial planning software or CRMs.
- Interest in financial education and ongoing professional development.
Benefits
- Commission
- Flexible hours
- Career development plan