Traineeship naar Financial Advisor of financial advisor
Core
Traineeship for a Financial Advisor focusing on wealth management, investing, insurance, and financial strategy for individuals and entrepreneurs.
Role type
Trainee Financial Advisor (entry-level)
Builds
Personal client portfolios and financial strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Communication, sales, financial strategy, client relationship management, initiative
Preferred skills
Leadership, team management, business management, economics, law, marketing
Technologies
FSMA registration process, financial planning tools
Responsibilities
Advise clients on wealth building, investing, insurance, and tax saving; build and manage own client portfolio; develop communication and advisory skills; learn leadership to eventually build a team
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