Financial Advisor

2 semanas atrás

São Paulo, São Paulo, Brasil FORUM Investimentos Tempo inteiro

A FORUM Investimentos busca Assessores de Investimentos para trabalhar em São Paulo e Região Metropolitana. Buscamos profissionais centrados, organizados, proativos, intelectualmente curiosos e, principalmente, e com perfil comercial e espírito empreendedor.

Somos uma empresa referência em serviços financeiros dedicada a ajudar os clientes a alcançarem seus objetivos financeiros de longo prazo. Nós fornecemos soluções de investimento personalizadas e serviços abrangentes de planejamento financeiro para indivíduos e famílias, atuando em parceria com a XP Investimentos.

O nosso modelo de comissionamento é baseado, principalmente, no fee based (comissionamento fixo).

Oferecemos todo suporte e estrutura para que o assessor possa ficar focado no atendimento do cliente, e comissionamento acima da média de mercado.

Descrição do Cargo: Estamos buscando Assessores de Investimentos com perfil dinâmico e experiente para se juntar à nossa equipe. O candidato ideal se destacará na entrega de soluções de investimento personalizadas aos clientes e desenvolverá a habilidade de criar planos financeiros precisos. Eles trabalharão em estreita colaboração com economistas e profissionais de alocação para promover relacionamentos com clientes e garantir o mais alto nível de serviço.

Responsabilidades:

(i) prospectar e atender investidores, oferecendo suporte abrangente de planejamento financeiro aos clientes, incluindo planejamento de aposentadoria, estratégias de investimento e gestão de riscos;

(ii) engajar ativamente os clientes para entender seus objetivos financeiros e fornecer soluções personalizadas para

ajudá-los a alcançar seus objetivos;

(iii) manter-se informado sobre tendências de mercado, produtos de investimento e regulamentações do setor para fornecer conselhos oportunos e relevantes aos clientes.

Requisitos e Qualificações:


• Curso superior completo. Economia, Engenharia, Administração ou similares;


• Pacote Office (Word, Excel, Power Point);


• 2+ anos de experiência no setor de serviços financeiros, preferencialmente com foco em gestão de investimentos e planejamento financeiro;

Diferenciais:


• Experiência profissional prévia no mercado financeiro (bancos ou corretoras);


• Possuir a Certificação ANCORD;


• Certificação CFP

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