Wealth Advisor for Team Insurance House Provinces

Description:

Do you want to develop your role as an advisor? Söderberg & Partners Wealth Management is growing and seeking a wealth advisor for a successful team in Sundsvall/Östersund. We are looking for you with experience in investment advisory who is driven, committed, and wants to create value for customers. In the role, you will have great freedom to take responsibility for your work, while working closely with colleagues - often in pairs during client meetings. We value collaboration, but also that you take your own initiatives, come up with ideas, and help develop how we work. We are a driven team with short decision-making paths and with the common goal of creating the most satisfied customers together. As an advisor at Söderberg & Partners Wealth Management, you have access to a solid analysis department and market-leading system support. We have a strong corporate culture where employees have high ambitions and great commitment and interest in their respective areas of work. We are looking for you who want to develop and take great responsibility, but who also sees the bigger picture and helps your colleagues as a team. About Söderberg & Partners Wealth Management Söderberg & Partners Wealth Management is the part within Söderberg & Partners that exclusively focuses on asset management. We are a business area that is growing and has continued ambitious growth plans. Our customers are private individuals, owner-managed companies, foundations, and institutions. Söderberg & Partners Wealth Management currently consists of approximately 450 employees employed throughout the country, including financial advisors and specialists in areas such as taxes, family law, and entrepreneurial services. Qualifications: Experience in qualified advisory services within securities Swedsec license Insurance brokerage license (Insuresec) is a merit Bachelor's degree in economics or equivalent experience Great ability to create and develop long-term relationships You are business and customer focused and see a challenge in delivering beyond expectations to your customers Have great drive and want to focus on growing and developing together with us We have a strong corporate culture where employees have high ambitions and great commitment and interest in their respective areas of work. Our values are important and something we live by in everyday life. If you are driven, helpful, responsible, and courageous, we would like to hear from you. Placement: Sundsvall, Thulegatan 11 Start date: By agreement Deadline: 2026-08-31 Contact: Stefan Hellsten, 070-109 80 00 or Per Nordling, 070-739 90 65 Söderberg & Partners was founded in 2004 by nine entrepreneurial analysts and is today one of Sweden's leading financial advisors and brokers of insurance and financial products. We operate in areas such as occupational pension advisory, insurance advisory and brokerage, and capital advisory and asset management. We also develop and offer digital tools for, among other things, financial advisory and salary and benefits management. We have chosen, as the first company in Swedish business, to climate-offset our employees, both at work and in their spare time. We have a strong corporate culture where employees have high ambitions and great commitment. The organization is creative and dynamic with short decision-making paths and great room for own ideas, which creates an inspiring environment where you have the opportunity to develop quickly. We reward employees who are driven by great responsibility and who have the drive to continuously develop and move their work forward. We are keen to help each other, but also to have the courage to try new approaches. Diversity and equal treatment are important to us, both when it comes to our employees and those who apply for jobs with us. We encourage differences and are convinced that employees with different experiences, skills, and perspectives help us grow and develop. Our journey has only just begun and we are constantly looking for talented and competent employees with a strong desire to achieve success. Do you want to be part of building our future?Do you want to develop your role as an advisor? Söderberg & Partners Wealth Management is growing and seeking a wealth advisor for a successful team in Sundsvall/Östersund. We are looking for you with experience in investment advisory who is driven, committed, and wants to create value for customers. In the role, you will have great freedom to take responsibility for your work, while working closely with colleagues - often in pairs during client meetings. We value collaboration, but also that you take your own initiatives, come up with ideas, and help develop how we work. We are a driven…

Overview

Type

job

Status

active

Visibility

public

City

Sundsvall

GPS

62.39041267674, 17.304807130274copyopen in

Email

Show email

Phone

Show phone

Views

2

Published

29. 7. 2026

Edited

31. 7. 2026

Specifications