Berkeley Square - Talent Specialists in IT & Engineering
Glasgow, UK
Medical Underwriter
Penna
🌎 Remote
Remote
Mortgage Advisor
London & Country Mortgages
Glasgow, UK
Agresso Unit4 Support Consultant
Maclean Moore Ltd
Glasgow, UK
New
Financial Assistant
Lusona Consultancy
Glasgow, UK
Part-Time
Job Description
Working as a Financial Advisor in Glasgow, UK
There are 133 Financial Advisor opportunities available in Glasgow, UK all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.