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Financial Advisor

Remote, Barcelona·Part-time·Added 3 days ago (last checked 4 Nov)

Agency
Talent Match

270 open roles

Our summary

Hours
25 hours a week
Work mode
Remote (Barcelona)
Contract
Part-time
Experience
2+ years
Education
University degree

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This job advert was originally written in Spanish.

Requirements

What we're looking for

Minimum previous professional experience of 2-3 years in a similar role as a Financial Advisor, Big4, etc.

Higher education in Economics, Finance, Business Administration, or similar.

Ability to align financial decisions with client objectives and foresee economic scenarios.

Availability to work a 25-hour weekly schedule.

Analytical profile, with negotiation skills and the ability to work autonomously.

The role

Do you bring experience as a Financial Advisor and are you looking for a project with fewer weekly hours? Keep reading and consider this opportunity.

Working in a 100% remote modality with the option to attend offices in Sant Cugat del Vallés (Barcelona)

What you'll do

Comprehensive wealth analysis.

Design and execution of personalized investment strategies, aligned with objectives.

Risk analysis and diversification, ensuring proper asset allocation and risk control.

Tax optimization of wealth, oriented towards maximizing profitability.

Preparation of periodic reports on portfolio evolution, deviation analysis, and adjustment proposals.

Continuous support and advisory, reporting on relevant market changes and investment opportunities.

Coordination with other professionals and external collaborators (managers, lawyers, tax specialists).

Requirements

What do you need to make the match?

Benefits

What do you receive in the process?

Develop an autonomous position, remotely and with flexible hours.

Attractive compensation package according to the experience and profile provided.

About Talent Match

Talent Match is a Spanish human resources and recruitment consultancy based in Sant Cugat del Vallès, Barcelona. The company provides talent attraction, analytics, and tailored solutions, using AI-driven matchmaking to connect companies with quality candidates. With over 20 years of accumulated experience and a team of consultants, it manages recruitment processes for various roles, from fullstack developers to IT account managers.

Industry
Recruitment
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