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Junior Wealth Advisor

Wealth Effect Management is an international financial & investment company. We operate in the field of Wealth management and Wealth Advisory. Our goal is to take care of our customers’ goals by providing them the best professional services on the private banking level and the best financial products on the market. We cover the following areas – investment, insurance, lending and real estate. Our company cooperates with the biggest banks, insurance companies and is offering investment and savings portfolios based on own portfolio management and own product solutions.

Due to the growth of Wealth Effect Management in Bulgaria, as well as the great potential of this market, our company is looking for young people who wants to start a career in this field. The position we are opening is:

Junior Wealth Advisor

The ideal candidate must be ambitious, creative and have personal motivation. Financial background will be considered an advantage.
Our offer:

  • Attractive bonus system;
  • Additional social benefits;
  • Excellent opportunities for personal and career development;
  • Professional trainings and seminars;
  • Opportunity to work in a young and energetic team;
  • Friendly work atmosphere in a modern office environment.



  • To attract and maintain active relationships with potential and current clients of the company;
  • To advise the company’s customers on financial products and solutions in a professional manner;
  • To have, gain and develop knowledge of financial markets and services;
  • To provide current and potential clients with information about investing in different types of financial instruments;
  • To maintain active and strong client relationships by e-mail, telephone and personal meetings;
  • To follow the high standards and requirements of the company.

If you are interested in our position, please send us your CV. Only short-listed candidates will be contacted. All applications will be reviewed and stored under full confidentiality in accordance with the legal regulations.


  • Minimum 1 years of professional experience in sales;
  • Working level English language knowledge;
  • Excellent communication skills;
  • Excellent organizational skills;
  • Excellent critical thinking and flexible decision making skills;
  • Excellent team work skills – open to sharing knowledge and supporting colleagues;
  • Attention to the details;
  • Loyalty and desire to develop.

Contact information

Personal characteristics