Private Financial Advisor (JN -052020-4159)

Our client is a growing company in the SaaS technology Industry offering solutions to their clients so they can create their own brands through a variety of services. They have an amazing and positive work environment and an ever-growing staff.

They are looking for a Private Financial Advisor. This role will be responsible for supporting the organization through the implementation of new strategies to increase the revenue of the company, guaranteeing the growth of their current client’s database and also providing deep insight into the best courses of action for the organization in order to achieve its goals.

Qualifications / Requirements

  • + 5 years of experience with a SaaS
  • Trust Knowledge and Experience
  • Open to travel

Education / Training

  • Bachelor’s Degree in Finance.


  • Experience with a SaaS/technology company.