Financial Planning Consultant

1 day ago


Stockholm, Stockholm, Sweden TD Full time
About the Role

We are seeking an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice.

This role requires a deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.

You will work closely with clients to identify their life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.

Key Responsibilities
  • Conduct reporting and relevant analysis using results to draw conclusions and make recommendations.
  • Identify business development opportunities and contribute to team and department goals.
  • Strengthen customer service and monitor productivity while assessing efficiency and implementing continuous improvements.
  • Maintain knowledge of best practices and procedures, stay ahead of emerging trends, and acquire expertise to provide mentorship and assistance to others.

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