Avp, Wealth Advisor
Pubblicato il 02-10-2026 - Jobgether in Roma
AVP, Wealth Advisor
Azienda : Jobgether Tipo Lavoro : Tempo pieno Italy JobCopilot will tailor your resume and auto-fill the application
Descrizione Lavoro - AVP, Wealth Advisor
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an AVP, Wealth Advisor based in Italy.
This is an exciting opportunity for an ambitious wealth management professional ready to take the next step in their advisory career within a fast-growing, technology-enabled financial services environment. You will work closely with a senior advisor to support and expand a client portfolio across comprehensive financial planning needs, while gradually taking on greater ownership of client relationships. The role blends advisory excellence with business development, offering a strong runway to grow both your client book and your long-term career. You will have access to strong mentorship, high-quality leads, and scalable infrastructure designed to accelerate your success.
Accountabilities:
Support and manage client relationships across a broad range of financial planning areas, including retirement planning, tax strategy, investment management, equity compensation, real estate, and estate coordination.
Assist a senior advisor in servicing existing clients while progressively taking on more responsibility and ownership of relationships over time.
Engage with new client inquiries and leads, converting introductions into long-term advisory relationships.
Develop new business opportunities through referrals, networking, and proactive community and professional engagement.
Leverage modern financial planning tools and platforms to deliver tailored, high-quality advice and client experiences.
Contribute to the operational development of the advisory practice and support its long-term growth and succession planning.
Requirements:
2+ years of experience in financial planning, wealth management, or a related advisory role.
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