Working in Financial Counseling
Working in financial counseling means specializing in financial planning and management. You will manage the customers' assets and savings providing personalized solutions that cater to the unique needs of each client. Furthermore you will experience Intesa Sanpaolo flexible approach to work that sets us apart from our competitors.
As envisaged in the Business Plan 2022-2025, the Group aims at becoming a Wealth Management, Protection & Advisory leader in Europe, with a strong push towards digital transition and through the offering of increasingly innovative ESG products that guarantee high quality standards.
The mixed contract
In the Banca dei Territori Division the mixed contract allows you to combine the stability of an employee with the flexibility of a self-employed. With the mixed contract you can be a permanent employee of Intesa Sanpaolo for 2 days a week, with all the advantages and benefits associated with the employee status. On the remaining days you can experience freelancing as a VAT consultant.
You will have the opportunity to manage a portfolio of high standing and provide customers with a distinctive experience thanks to the innovative tools provided by the Bank and the synergy of relationships within the Branch.
"The mixed contract is an opportunity both for people and for the company: it promotes employment and allows our bank to remain competitive in an ever-changing economic and social scenario. Once again, we have been pioneers, introducing, first in Europe, a way of working that combines different needs: flexibility, which means more time for private life, the opportunity to get involved and earn more while maintaining the protections provided for all the Group employees. As always, people are the focus of our attention, just as the intention to further improve work-life integration'.
Stefano Barrese, Head of “Banca dei Territori” Division
Our project
We offer the mixed contract opportunity to professionals with different levels of seniority. Whether you have a Bachelor's or Master's degree, even without experience, or you are a young professional who has already obtained the OCF certification, or a senior professional with a consolidated portfolio, this is the opportunity for you.
Intesa Sanpaolo's training path accompanies mixed-contract financial advisors with a dedicated plan, which is articulated along several lines. It includes “on-the-job” training i.e. shadowing with experienced colleagues, workshops and digital sessions to consolidate technical skills and learn the Intesa Sanpaolo service model. Our digital training platform provides consultants with an extensive and always available catalogue.
For candidates without experience and OCF qualification, we provide a 6-month training internship with a dedicated tutor and a specific path, the 'Training Financial Advisor', with relevant university professors in preparation for the OCF exam.
Training on the job
Coaching with experienced colleagues, workshops and digital sessions
Digital Platform
On-demand training contents to study topics of interest
Training Financial Advisor
Path aimed at enabling OCF qualification with the support of relevant university professors
Who we are looking for
We are looking for people with strong interpersonal and listening skills, who can support customers by establishing relationships of trust and value.
You will experience the possibility to work independently with you the support of a solid company granting a high standard of quality in the service provided and enabling you to respond effectively to the customers’ needs.
Apply to open positions
Choose your opportunity!
The mixed contract is designed for professionals with different levels of seniority. Whether you have a a Bachelor's or Master's degree, even without experience, or you are a young professional who has already obtained the OCF qualification, or a senior professional with an established portfolio, this is the opportunity for you.
New Financial Advisor
A 6-month internship dedicated to your training and, after passing the OCF exam, you will join our team with a mixed contract.
OCF Certification - Financial Advisor
If you already hold the OCF certification, join the team with the mixed contract: two days a week as a permanent employee, three days a week as a self-employed.
Senior Financial Advisor
If you already have experience in financial advisory and have solid relationships with your clients, join the team now.
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Last updated 18 July 2023 at 17:41:23