smiti AG in Zurich is specialiced in Perm and contract positions in IT, HR, Sales, Finance, Marketing and Merchandise.
For our customer in Frankfurt we are searching a Financial Advisor – (a) – Perm position – (2074)
We are seeking a dedicated and knowledgeable Financial Advisor with a strong background in Wealth Management to join our customers team. This role offers the opportunity to work with an existing client base – no client acquisition is required.

• Provide comprehensive financial and wealth management advice to assigned clients, focusing on long-term financial planning and investment strategies.
• Build and maintain strong relationships with clients by delivering high-quality service and tailored financial solutions.
• Reception and transmission of orders in relation to one or more financial instruments
• Analyze client portfolios and recommend adjustments based on market trends, risk appetite, and personal financial goals.
• Collaborate closely with internal investment and support teams to ensure seamless client service.
• Stay up to date with market developments, regulatory changes, and industry best practices.
• Work flexibly between home office (2–3 days per week) and on-site meetings with clients or colleagues as needed.