Independent Financial Advisor

Pathway AM
Lisbon (PT)
to be defined
Jun 08, 2021
Jun 22, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Sobre a vaga

At Pathway Asset Management we are expanding across the globe and are looking to hire Independent Financial Advisors to work remotely.


The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.


As a broker with Pathway Asset Management, you will be able to offer clients significantly cheaper, more efficient Investment solutions, underpinned by startling Account performance, as we have successfully followed Warren Buffett’s 'Focus' investing techniques for over two decades.  


One of our recent offerings is our ‘Broker-Bespoke account’, which allows a Financial Advisor to create a range of Equities to suit their client’s individual needs. You get to decide client fees and the commission you wish to receive. In addition to deciding the Front-load and AMC, uniquely, you can also charge an on-going Performance Fee!



What we require from you: 


  • Bachelor's Degree in Finance or CISI Certificate 4 Qualification
  • Must have experience managing assets under management (AUM)
  • 2+ years experience in wealth management/advisory or financial consultancy
  • Existing client portfolio
  • Strong understanding of the investment business
  • Excellent interpersonal skills


Please see more information about the different investment solutions we offer our clients:


We offer our brokers:


  • Salary Based Package 
  • Working remotely
  • Uncapped Earning’s Potential.
  • Comprehensive induction training on all of our products and services, allowing an easy transition for yourself and your existing clients.
  • OTE GBP 100,000++

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