Wealth Advisor

Wealth Advisor

Wealth Effect Management Bulgaria

About Us

Wealth Effect Management is an international financial & investment company. We are licensed and operate in the fields of Wealth Management and Wealth Advisory. 

At Wealth Effect Management Bulgaria, we believe that true wealth extends beyond numbers. It is about creating lasting value, fostering security, and building long-term relationships with our customers. As a unique financial services firm, we partner with individuals, families, and businesses to build intelligent strategies that maximize opportunities and minimize risks. Our team combines global expertise with a local perspective and delivers tailored wealth management solutions that stand the test of time.

Due to the growth of Wealth Effect Management in Bulgaria, as well as the great potential of this market, our company is looking for a proactive person to join our team. The position we are opening is: Wealth Advisor

Your Role

As a Wealth Advisor, you will be the architect of financial success for our clients. Your mission is to understand their particular requirements, create plans that complement their goals, and ensure that every decision is based on generating long-term value. You will be guiding clients towards financial success and helping them make wise decisions. 

The ideal candidate must be ambitious, creative and self-motivated. Financial background will be considered an advantage.

Key Responsibilities 

• Client Advisory & Relationship Building: Proactively identify and attract new clients while building long-term, trust-based relationships with existing clients based on integrity, transparency, and consistent value delivery.

• Financial Advisory: Provide bespoke financial planning and wealth advisory services personalised to each client’s goals and risk profile.

• Portfolio Selection: Use your knowledge of investment products and markets to recommend the most suitable portfolio solutions for our clients.

• Strategic Planning: Advise on wealth structuring, succession planning, and tax-efficient strategies.

• Market Insight: Stay ahead of global and local financial market trends, translating them into actionable opportunities for clients.

• Collaboration: Work closely with internal specialists and partners to deliver complete wealth management solutions.

What we look for?

• Bachelor’s degree in Finance, Business Administration, Economics, Banking, or a related field.

• Experience in wealth management, private banking, financial advisory, or a related field will be considered as an advantage.

• Minimum 1-year professional experience in Sales. 

• Strong understanding of investment products, financial planning, and regulatory frameworks.

• Interpersonal and communication skills - translating complex financial concepts into clear, actionable insights.

• Analytical mindset

• Strategic thinking

• Problem-solving attitude 

• Strong organizational skills

• Strong teamwork 

• Desire for development 

• Fluency in Bulgarian and English

What we offer?

We believe in supporting our team both professionally and personally. As part of your employment, you will have access to the following benefits:

• Full-time employment with a fixed salary and commission

• Attractive bonus system

• Flexible working hours

• 20 paid vacation days per year, with the possibility of additional days off

• Every second Friday of the month off, for rest or personal development

• Birthday day off

• Opportunities for additional education and training through workshops, seminars, and internal resources

• Regular teambuilding activities in a young and energetic team

• Access to paid professional courses and certifications relevant to your role

• Opportunity to use our savings and investment plans with no entrée fee and to have a discount for your family

• Hybrid work model with flexibility between office and remote work

• Supportive team culture, mentorship, and career path planning

• Transparent, fair, and motivational career growth opportunities

What we offer?

• Impact: Help clients achieve financial independence

• Growth: Access continuous professional development

• Innovation: Be part of a company that embraces forward-thinking strategies and adapts quickly to market shifts

• Recognition: Your expertise will be valued, your voice heard, and your achievements celebrated

How to apply?

If you’re passionate about guiding clients toward smarter financial decisions and shaping meaningful wealth strategies, please send us your CV. All applications will be reviewed and stored under full confidentiality in accordance with the legal regulations.

If you’re ready to turn financial expertise into life-changing impact, Wealth Effect Management Bulgaria is where your journey begins.