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Company Description

Eternity Family Office is a private and objective advisory firm specializing in tailored financial services for HNWIs and companies. Based on a holistic advisory approach, the firm provides strategic solutions for managing global and local investments, including portfolio analysis, risk management, and investment optimization. With a strong foundation in macroeconomic and microeconomic perspectives, Eternity Family Office’s services range from building diversified investment portfolios to cost assessment and management oversight. The firm also offers added value in areas like tax consulting, financial education, asset consolidation, and succession planning. Led by professionals with over 16 years in capital markets and significant experience managing diverse portfolios, Eternity Family Office remains dedicated to delivering personalized wealth management to help clients maximize their financial potential.

Role Description

Eternity Family Office is seeking an entry-level Licensed Investment Consultant to join its team in Raanana. This is a full-time, on-site role focused on providing investment advisory services tailored to client needs. Daily responsibilities include analyzing investment portfolios, performing financial research, developing investment strategies, preparing financial reports, and presenting recommendations aligned with client objectives. The consultant will collaborate closely with senior advisors to assess asset distribution, risk profiles, and opportunities for portfolio optimization.

Qualifications

• Strong understanding of financial analysis, portfolio management, and investment principles.
• Excellent research and analytical skills for evaluating global and local financial instruments.
• Proficiency in creating and presenting detailed financial reports and recommendations.
• Effective communication and interpersonal skills for building and maintaining client relationships.
• Knowledge of risk assessment, regulatory frameworks, and investment management best practices.
• Detail-oriented with the ability to manage multiple tasks and maintain accuracy under deadlines.
• Previous experience in financial services or wealth management is a plus.
• Relevant education in finance, economics, or a related field; licensed to operate as an investment consultant per regulatory requirements.
• Fluency in Hebrew and English is required, with proficiency in additional languages being an advantage.