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Independent Financial Advisor

Company

Independent Resourcing Consultancy

Location

Loulé, Faro District

Posted

July 12, 2026

Position Overview

Job Description

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, Portugal


We are representing a prominent Wealth Management firm in Loulé, Portugal, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.


As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and securing their financial futures.


Requirements:


- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.


- Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.


- Transferable client base and AUM.


- Excellent communication and interpersonal skills.


- Strong analytical and problem-solving abilities.


- Ability to work autonomously and collabo...

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