Overview:

• Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
• Partner with other internal groups to ensure smooth transition of cases
• Work on ad hoc group projects to help increase efficiency
• Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports

• A University degree or equivalent combination of education/experience
• Fluent Written and Verbal language proficiency in: Italian & English
• Experience with financial planning and investment principles or industry exams preferable
• Produce quality work within a target timeline
• Eager to work in an energetic, collaborative environment to support high-volume output

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
• Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
• Monthly gym subsidy of up to €50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events

• Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.