Overview:
Caelum is expanding its advisory practice and is seeking Financial Advisory who are committed to long-term professional growth and high-quality client outcomes. This role supports both experienced financial professionals and individuals who are prepared to develop advisory expertise through structured training.
What Caelum Provides:
- Access to a diverse, well-managed range of financial solutions supporting comprehensive portfolio construction
- A growth-oriented environment focused on skill development, advisory competence, and career progression
- Ongoing training, mentorship, and collaborative support
- Infrastructure that enables advisors to manage and expand their client relationships effectively
- Flexible work structure with autonomy in practice management
Qualifications:
- Preferred: Financial professionals with an existing client base
- Open to individuals without clients who are willing to undergo formal training, licensing, and continuous development
- Strong interest in financial planning, portfolio management, and advisory work
- Disciplined, professional, and committed to long-term growth
Key Responsibilities:
- Manage and develop client relationships
- Provide financial guidance aligned with client objectives and needs
- Build and maintain balanced, appropriate client portfolios
- Participate in ongoing training and professional development initiatives
