Consulente Finanziario - Percorso Beginner
Core
Help individuals build a life project by managing savings and financial markets.
Role type
Junior financial consultant (beginner path)
Builds
Personal savings management and financial planning for clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Commercial aptitude, client relationship building, financial literacy, autonomy, self-motivation
Preferred skills
Economic/legal/technical/arts degree, registration with the Financial Consultant Register, willingness to open a Partita IVA (freelance status)
Responsibilities
Manage client savings, assist clients in building financial projects, work autonomously with flexible hours and location
Seniority
Junior, entry-level with training support
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