Financial Expert Advice Staff in Estonia

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Financial Advisor Duties & Salary in Estonia

In Estonia, financial advisors play a crucial role in helping individuals and businesses achieve their financial goals. They provide expert advice on various aspects of finance, including investment strategies, retirement planning, risk management, and tax optimization. Financial advisors in Estonia can work for banks, financial institutions, insurance companies, or operate independently.

Tallinn, the capital city of Estonia, is the primary financial hub and offers numerous opportunities for financial advisors. Other cities like Tartu and Pärnu also have a growing financial sector. These locations provide access to a diverse clientele, ranging from individual investors to small businesses.

The main duties of financial advisors in Estonia involve conducting comprehensive financial assessments, understanding clients' financial objectives and risk tolerance, and developing customized financial plans. They recommend suitable investment products, monitor portfolio performance, and provide regular reviews. Financial advisors also assist clients with tax planning, estate planning, and retirement strategies.

To excel as a financial advisor in Estonia, key skills include strong analytical abilities, effective communication skills, and a solid understanding of financial markets and products. A bachelor's degree in finance, economics, or a related field is typically required. Holding relevant certifications, such as the Certified Financial Planner (CFP) designation, is advantageous.

In Estonia, the salary range for financial advisors can vary depending on experience, qualifications, and the employing organization. On average, financial advisors in Estonia earn between EUR 20,000 and EUR 50,000 per year. The hourly rate for this role generally ranges from EUR 12 to EUR 30.

* Please note that the salary figures may vary based on experience & location. Salary figures & rate ranges last updated Nov 2023.
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Astu juhtiva kliendi meeskonda ja vii ärisuhted uuele tasemele! Pakume täiskohaga tööd kontohaldurina. Töökoht asub Eestis.

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Jay is an awesome Estonian Securities Broker.

We have loved your work and communication throughout the gig.

Jay your ability is second to none!

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Great Service! Great Communication! Great Price! Very Happy with Leroy!

We had been on the lookout for a Securities Broker in Estonia for ages but couldnt find anyone.

Luckily gigexchange came to the rescue and we found Leroy immediately.

We’ll certainly use Leroy & other freelancers in Estonia on gigexchange for our other projects we have in the future.

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