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Financial Planner
·Israel
Not specifiedFull-timeFinancial AnalyticsFinancial Services
Guide clients through comprehensive financial planning, offering tailored solutions, portfolio management, and business development. Face-to-face advisory role with a leading financial group, high compensation, and a company car.
Responsibilities
- Guide clients through end-to-end financial planning processes
- Analyze clients' financial situations and provide tailored professional solutions
- Manage client portfolios and cultivate long-term relationships
- Conduct face-to-face meetings and provide professional advice
- Collaborate with financial institutions, insurance companies, and investment houses
- Business development and activity expansion
Requirements
- Minimum 3 years of experience in financial planning / financial advisory / financial client portfolio management
- Experience in business development and growth
- High-level negotiation skills
- Strong analytical ability and deep financial understanding
- High service awareness and ability to build client relationships
- Driver's license
Nice to have
- Pension insurance agent license
- Experience working with high-net-worth clients or retirement planning
- Familiarity with investments, insurance, and finance
Benefits
- High salary and rewarding compensation model
- Company car
- Professional, high-quality, and stable work environment
- Advancement and professional development opportunities
- Work in a leading financial group with a broad professional envelope