Postúlate en Kit Empleo: kitempleo.cl/empleo/1co887

Role Description

This is a full-time on-site role for an Independent Financial Advisor based in Santiago.

The Independent Financial

Advisor will be responsible for assessing clients' financial needs, developing customized financial plans, advising on retirement planning, managing investment portfolios, and providing strategic financial recommendations.

Responsibilities also include building and maintaining strong client relationships and staying updated on market trends and regulations.

Qualifications

- Proficiency in Financial Planning and providing sound financial advice to clients

- Strong knowledge in Finance, Investments, and Retirement Planning strategies

- Experience in crafting and managing tailored Financial Advisory solutions

- High level of analytical thinking and problem-solving skills

- Excellent communication and relationship-management skills

- Ability to stay informed about market trends and financial regulations

- Bachelor’s degree in Finance, Economics, or a related field is preferred

- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus

- Prior experience as a Financial Advisor would be advantageous

Postúlate en Kit Empleo: kitempleo.cl/empleo/1co887

📌 Independent Financial Advisor (Santiago)
🏢 Apex Capital Management
📍 Santiago