Financial Advisors

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Ljubljana, Slovenija Harvest Polni delovni čas

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Company Description Harvest is a financial advisory firm focused on guiding clients toward long-term financial independence. The team provides personalized advice and planning services that help individuals and families define and reach their financial goals. Harvest emphasizes clear communication, trust, and education so clients can make informed decisions at every stage of life. The firm values integrity, client-centric solutions, and sustainable financial strategies that support future stability and growth. Role Description The Financial Advisor role at Harvest is a full-time, on-site position based in Ljubljana. In this role, the advisor meets with clients to assess their current financial situation, clarify goals, and develop tailored financial and retirement plans. Day-to-day responsibilities include analyzing investments, preparing recommendations, implementing financial strategies, and monitoring client portfolios. The advisor provides ongoing guidance, explains complex financial concepts in accessible terms, and ensures advice aligns with regulatory and ethical standards. Collaboration with internal colleagues to refine services, improve client experience, and stay informed about market trends is an important part of this role. Qualifications
• Candidates should possess strong Financial Planning and Retirement Planning skills to design comprehensive, goal-oriented strategies for clients.
• Candidates should possess solid Finance and Investments skills to analyze markets, evaluate products, and construct appropriate portfolios.
• Candidates should possess proven Financial Advisory skills to deliver clear, ethical, and client-focused recommendations.
• Candidates should possess excellent communication and interpersonal skills to build trust, explain complex topics, and maintain long-term client relationships.
• Candidates should possess strong analytical and problem-solving abilities, attention to detail, and comfort working with financial software and reporting tools.
• Relevant certifications (e.g., CFP or local equivalent), and a degree in finance, economics, business, or a related field are highly beneficial.
• Fluency in local language and good command of English, along with knowledge of local regulations and compliance standards, are advantageous.

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