Vacant job

In collaboration with our partner, we are now looking for a Financial Advisor for an established and independent advisory firm with extensive experience in helping individuals and businesses make secure and well-founded financial decisions.

Are you a driven, business-minded, and relationship-building person who thrives on creating trust and delivering value to your customers? Then this is the role for you!

About the role

As a Financial Advisor, you will provide advice on asset management, pensions, and insurance for both private individuals and businesses. You will be responsible for developing and managing long-term customer relationships by offering individually tailored solutions based on the customers' needs and financial situations.

You will work with an existing customer base while also being expected to actively identify and create new business opportunities. The role is characterized by great freedom, where you plan and drive your customer dialogues through personal meetings, phone, and digital channels.

Your main responsibilities:

• Provide qualified financial advice on asset management, pensions, and insurance
• Manage and develop existing customer relationships
• Identify and process new customers and business opportunities
• Handle customer dialogues through physical meetings, phone, and email
• Ensure high quality and regulatory compliance in the advisory process

We are looking for someone who has

• Previous experience in financial advisory
• Experience conducting physical customer meetings and building long-term relationships
• SwedSec license
• Very good knowledge of Swedish, both spoken and written
• If you also have an InsureSec license and a post-secondary education in economics, finance, or a related field, we consider this an advantage.

To succeed in this role, we believe you are a driven and trustworthy person who is motivated by building long-term relationships. You are communicative, work in a structured manner, and thrive in a role with great freedom under responsibility.

About the employment

This is a direct recruitment where you will be employed by our partner.

• Scope: Full-time
• Start: According to agreement
• Location: Gothenburg

Apply by clicking the link below. Remember to apply quickly as we are conducting ongoing selection and the advertisement may be closed before the position is filled.

About OIO

Our passion is helping you find the right role and workplace. At the same time, we are aware that you are picky and choose carefully before taking the next step in your career, and we would do the same. Therefore, we work dedicatedly in the recruitment process to get to know you and your ambitions. We believe that people in the right place have a greater chance of reaching their full potential. Through fair, hassle-free employment conditions and an engaged leadership, we then actively work on your engagement and development. In this way, we strive to become a natural career partner for you.