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Financial Advisor – Mortgage and Personal Finance
היברידימשרה מלאהFinancial AdvisingFinancial Services
A fintech company is seeking a Financial Advisor to guide clients through personal financial planning and mortgage decisions. The full-time hybrid role is based in Tel Aviv, near the train station, with two work-from-home days per week.
תחומי אחריות
- Guide clients from financial assessment through creation of an actionable plan
- Advise clients on mortgage options, home purchases, and refinancing decisions
- Analyze cash flow, credit, debt, savings, and other personal financial data
- Use digital analysis and monitoring systems
- Maintain ongoing communication with clients through digital channels
דרישות
- Significant experience with mortgages, including mortgage tracks, refinancing, and home-purchase processes
- Understanding of personal finance, including budgeting, credit, loans, and interest rates
- Strong financial analysis and interpersonal communication skills
- Comfort working with digital tools and platforms
- Ability to communicate with clients through digital channels, including WhatsApp
יתרון
- Bachelor’s degree, preferably in economics or business administration
הטבות
- Innovative environment combining technology with personal financial guidance
- Meaningful impact on clients’ financial lives
- Professional training and ongoing support
- Attractive employment conditions
- Hybrid work: two days from home and three days in the office