124 Certified Financial Planner jobs in Dubai

Looking for an exciting new opportunity as a Financial Advisor in Dubai? Our client, a global wealth management firm based in the United Arab Emirates, is seeking experienced consultants to provide unbiased financial advice to their clients and help them achieve their financial goals.

As a Financial Advisor, you will prospect for potential clients, understand their financial requirements, recommend suitable financial products, and build long-term relationships with them. The ideal candidate should possess a self-driven, persistent personality and a passion for making a meaningful impact on clients’ lives.

The successful candidate must have a minimum of three years of experience in wealth management or financial advisory without any record of client dissatisfaction or regulatory sanctions. Additionally, they should hold a level 4 qualification or equivalent in financial services. They should have passed the Series 65 examination in the US and managed assets under management (AUM) of at least $12 million.

Candidates should have a proven track record in client relationship management and acquisition and a self-motivated, dynamic personality with the ability to work independently. A relevant degree in client counselling, such as economics, financial planning, or investment analysis, would also be beneficial.

The role offers a competitive, rewards-based package, including a salary, full office and administration support, and further career opportunities. With scope to earn more, typical first-year earnings range from $50,000 to 300,000. Successful applicants will receive dedicated training from qualified and experienced professionals to ensure they reach their full potential.

If you are passionate about helping clients achieve their financial goals, please apply now to take the first step in your exciting new career as a Financial Advisor in Dubai.

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai
We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.
Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Job Description:

• Develop and maintain strong, productive relationships with clients to meet their financial needs and goals.
• Conduct thorough reviews of clients' assets and develop tailored financial plans to help them achieve their objectives.
• Collaborate with cross-functional teams to identify and pursue new business opportunities and drive revenue growth.
• Stay up-to-date on market trends and competitor activity to ensure the delivery of exceptional client service and support.

Key Responsibilities:

1. Client Relationship Management: Build and maintain strong relationships with high net worth individuals and families to understand their financial goals and objectives.
2. Financial Planning: Develop and implement comprehensive financial plans that align with clients' values and goals.
3. Product Development: Collaborate with product development teams to identify and create innovative financial products that meet clients' needs.
4. Business Development: Identify and pursue new business opportunities to drive revenue growth and expand the client base.

Requirements:

• Strong analytical and problem-solving skills to analyze complex financial data and make informed decisions.
• Excellent communication and interpersonal skills to build and maintain strong relationships with clients and colleagues.
• Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.

What We Offer:

• A dynamic and collaborative work environment that fosters innovation and creativity.
• Opportunities for professional growth and development through training and mentorship programs.
• A competitive salary and benefits package, including bonus and stock options.

About Us:

We are a global financial institution dedicated to helping our clients achieve their financial goals. Our team is committed to delivering exceptional service and support to our clients, while also driving business growth and innovation.

Financial Advisor

Dubai

Competitive Package - Salary + Commission 

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai

We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team

Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures. Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr

• Competitive commission based role USD / Month
• Salary: Competitive commission based role

Our client on the lookout for good Wealth Management Advisors in Dubai.

As the foremost independent digital private investment bank and asset management organization globally, our client takes pride in offering top-tier, professional guidance to expatriate clients and investors worldwide.

With over 100,000 clients worldwide and more than $12 billion under advice and administration, they stand as leaders in their field. Their portfolio includes ownership of esteemed companies like Workplace Solutions (WPS), the appointed pension advisor for prestigious entities such as the BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament, among others.

Their track record speaks volumes, with numerous accolades from industry peers, and a business model that not only ascends vertically but also expands horizontally, ensuring our position at the industry’s forefront.

As they expand their reach, they’re seeking independent wealth management advisors, preferably with established client books, who are eager to offer international financial products ranging from regular savings and bonds to our cutting-edge, app-based investment products, including VC funds and lump-sum investment options.

What they offer:

• A dynamic, award-winning environment fostering inclusion, learning, and collaboration, essential for success.
• The opportunity to engage with the world’s most innovative products and technology.
• Continuous training and development to enhance your skills and advance your career.
• A lucrative compensation structure across all products.
• Comprehensive support in compliance, administration, CRM, and marketing.

They provide remote and hybrid-based opportunities for Wealth Management Advisory professionals seeking to broaden their international product portfolio offerings across various sectors, including:

• International FinTech
• Finance Sales Business Development
• Structured Finance
• Pension Products

The ideal candidate will provide personalized investment solutions to assist clients in achieving their long-term financial objectives.

Responsibilities include:

• Offering financial planning support to clients.
• Assisting investment professionals in nurturing client relationships.
• Crafting accurate financial plans.
• Advising clients on optimal financial solutions for their medium to long-term plans.

Qualifications:

• 2+ years of industry experience.
• Profound understanding of the investment landscape.
• Excellent interpersonal skills.
• Proficiency in English, both written and spoken, is required for this role.

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations

• Competitive commission based role USD / Month
• Salary: Competitive commission based role

Our client on the lookout for good Wealth Management Advisors in Dubai.

As the foremost independent digital private investment bank and asset management organization globally, our client takes pride in offering top-tier, professional guidance to expatriate clients and investors worldwide.

With over 100,000 clients worldwide and more than $12 billion under advice and administration, they stand as leaders in their field. Their portfolio includes ownership of esteemed companies like Workplace Solutions (WPS), the appointed pension advisor for prestigious entities such as the BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament, among others.

Their track record speaks volumes, with numerous accolades from industry peers, and a business model that not only ascends vertically but also expands horizontally, ensuring our position at the industry’s forefront.

As they expand their reach, they’re seeking independent wealth management advisors, preferably with established client books, who are eager to offer international financial products ranging from regular savings and bonds to our cutting-edge, app-based investment products, including VC funds and lump-sum investment options.

What they offer:

• A dynamic, award-winning environment fostering inclusion, learning, and collaboration, essential for success.
• The opportunity to engage with the world’s most innovative products and technology.
• Continuous training and development to enhance your skills and advance your career.
• A lucrative compensation structure across all products.
• Comprehensive support in compliance, administration, CRM, and marketing.

They provide remote and hybrid-based opportunities for Wealth Management Advisory professionals seeking to broaden their international product portfolio offerings across various sectors, including:

• International FinTech
• Finance Sales Business Development
• Structured Finance
• Pension Products

The ideal candidate will provide personalized investment solutions to assist clients in achieving their long-term financial objectives.

Responsibilities include:

• Offering financial planning support to clients.
• Assisting investment professionals in nurturing client relationships.
• Crafting accurate financial plans.
• Advising clients on optimal financial solutions for their medium to long-term plans.

Qualifications:

• 2+ years of industry experience.
• Profound understanding of the investment landscape.
• Excellent interpersonal skills.
• Proficiency in English, both written and spoken, is required for this role.

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai
We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.
Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

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As a leading independent digital private investment bank and asset management organization globally, our client provides top-tier, professional guidance to expatriate clients and investors worldwide.

With over 100,000 clients worldwide and more than $12 billion under advice and administration, they are industry leaders. Their portfolio includes ownership of esteemed companies like Workplace Solutions (WPS), the pension advisor for entities such as the BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament.

Their track record includes numerous industry accolades, and their business model ensures vertical growth and horizontal expansion, maintaining their industry leadership.

They seek independent wealth management advisors, preferably with established client books, eager to offer international financial products, including savings, bonds, app-based investments, VC funds, and lump-sum options.

• A dynamic, award-winning environment fostering inclusion, learning, and collaboration.
• The opportunity to work with innovative products and technology.
• Continuous training and career development.
• A lucrative compensation structure across all products.
• Support in compliance, administration, CRM, and marketing.

Remote and hybrid options available for professionals seeking to expand their international product offerings across sectors like:

• International FinTech
• Financial Services
• Finance Sales & Business Development
• Structured Finance
• Pension Products

• Providing personalized financial planning support to clients.
• Nurturing client relationships with investment professionals.
• Creating accurate financial plans.
• Advising clients on medium to long-term financial solutions.

• At least 2 years of industry experience.
• Deep understanding of the investment landscape.
• Excellent interpersonal skills.
• Proficiency in English, both written and spoken.

Please note: This role is suitable for experienced and qualified IFAs or those eager to start a career in financial services and wealth management. It is not suitable for candidates from accounting, auditing, or financial management professions. This is a client-facing, sales-driven role requiring financial services sales aspirations.