Financial Planning Consultant

Role Overview

As a financial consultant at OVB, you will analyze clients’ financial situations, identify their goals, and design personalized financial planning plans. You will work with clients and your team, and develop independent consulting and advisory activity.

What You Will Do

You will hold meetings with clients and your team, analyze financial situations, identify goals, and design financial planning plans.

Why It Might Be a Fit

You will have a team that will help and guide you at every step, and you will have the possibility of remote or on-site work.

Requirements

• Interest in personal and patrimonial financial planning and personal growth, with a long-term vision.
• Clear and empathetic communication skills to explain financial concepts in a simple way and generate trust with clients.
• Ability to work autonomously and in a team, time management, result-oriented, and motivation to develop your career in the financial sector.

Tagged as: Financial Modeling