Financial Planner

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Identify and cultivate commercial opportunities while establishing relationships with potential clients

• Initiate contact and hold meetings with both prospective and current clients

• Gain a thorough understanding of each client's financial status, objectives, and requirements

• Foster and sustain close, long-lasting relationships

• Act as the intermediary between the client and the Financial Planning Desk, conveying relevant information and requirements

• Track the progress of client inquiries with the Financial Planning Desk

• Present the formulated strategies and assist clients in comprehending them

• Conduct follow-ups and oversee client advancement

• Discover new opportunities through relationships within the client portfolio

• Organize and manage routine client interactions, meetings, and follow-up tasks

• Emphasize relationship development, conversion, and portfolio enhancement

⛳️ Requirements

• Exceptional verbal communication skills with the capability to lead meetings

• A commercial, consultative, and results-driven mindset

• Proven ability to build and nurture relationships with clients

• Strong organizational skills, self-sufficiency, and discipline in handling daily tasks

• Keen interest in financial markets and a desire to pursue a career in this domain

• A degree in Economics, Business Administration, or a related discipline is advantageous

• Previous experience in the financial sector is preferred

• Familiarity with or certifications in financial markets are beneficial

🏝️ Benefits

• Competitive compensation based on market standards, with opportunities for additional earnings tied to performance and outcomes

• Comprehensive training focusing on technical, commercial, and behavioral skills development

• Structured training programs designed to facilitate growth in the position

• Ongoing guidance and support throughout the professional development journey

• Exclusive methodology for training and cultivating Financial Planners