Financial Strategist

Há 5 dias

Belém, Pará, Brasil beBeeFinancial Tempo inteiro R$50.000 - R$75.000

Unlock your full potential by becoming a financial strategist.

Key Responsibilities:
  1. Develop and maintain strong, long-term relationships with clients to understand their unique financial needs and preferences.
  2. Conduct comprehensive assessments of clients' financial situations, identifying areas for improvement and creating customized plans to meet their objectives.
  3. Collaborate with clients to develop tailored strategies for retirement planning, investment portfolio management, and wealth accumulation.
  4. Review and analyze investment portfolio recommendations to ensure they align with clients' risk tolerance and financial goals.
Essential Qualifications:
  • A motivated individual with excellent customer service skills and a passion for building lasting connections.
  • An engaging communicator and negotiator able to effectively convey complex financial information to clients.
  • Strong problem-solving and critical thinking skills, with the ability to navigate intricate financial scenarios.
  • A commitment to ongoing education and professional development to stay current on industry trends and best practices.
  • Prior sales experience or enjoyment in networking and acquiring clients, with a proven track record of success.
  • A degree from an accredited institution or equivalent experience, with at least a high school diploma or GED.
Why Join Our Organization?
  • Comprehensive training and licensing support to ensure success in this role.
  • A team environment that fosters learning, growth, and development.
  • A competitive compensation structure with commissions and benefits that reflect your hard work and dedication.
  • A clear career roadmap with experienced leadership to guide you every step of the way.
Additional Details:

The path to success begins with our Pre-Contract CDP Affiliate phase, which covers licensing costs. Upon completion, you may start as a part-time CDP Contract Associate, earning approximately $15/hour, progressing to a full-time Financial Professional Associate, earning $50,000–$75,000+ annually in commissions and bonuses.

Benefits include a 401(k) plan, medical, dental, vision, life insurance, and paid leave, subject to plan terms.

  • Business Financial Strategist

    Há 3 dias

    Belém, Pará, Brasil beBeeFinancial Tempo inteiro R$180.000 - R$200.000

    Finance Lead RoleThis position offers a unique opportunity to drive business growth and success through strategic financial planning, analysis, and decision-making. The successful candidate will be responsible for leading the development of comprehensive financial plans, providing expert guidance on financial modeling, forecasting, and budgeting....

  • Chief Financial Strategist

    Há 3 dias

    Belém, Pará, Brasil beBeeFinance Tempo inteiro R$71.832 - R$89.000

    Job DescriptionWe are seeking an experienced Financial Operations Manager to join our team. In this role, you will be responsible for leading the financial operations of our manufacturing facilities, including cost accounting, financial reporting, and process improvement.You will work closely with our leadership team to drive transformation and cost...

  • Executive Director of Financial Operations

    1 semana atrás

    Belém, Pará, Brasil beBeeStrategist Tempo inteiro

    Lead Financial StrategistThe ideal candidate will bring deep expertise in financial operations, a passion for process improvement, and the ability to collaborate across departments.Develop and standardize company-wide financial policies, controls, and best practices.Partner with business leaders to align financial goals with operational plans and drive...

  • Supply Chain Financial Strategist

    1 semana atrás

    Belém, Pará, Brasil beBeeAccountability Tempo inteiro US$125.000 - US$135.000

    Deliver Innovative Financial StrategiesJob Description:We are seeking a highly skilled professional to develop and implement financial strategies that drive business growth, profitability, and efficiency.Develop and calculate key performance indicators (KPIs) to measure supply chain performance.Provide financial advice to the supply chain management team to...

  • Prosperous Career Opportunity as a Financial Strategist

    Há 7 dias

    Belém, Pará, Brasil beBeeFinancial Tempo inteiro R$30.000 - R$45.000

    The role involves championing valued customers to achieve their lifetime goals by identifying financial needs, providing sound advice and recommending fit-for-purpose financial plans.ResponsibilitiesIdentify customer financial needsProvide sound financial guidanceRecommend and implement suitable financial strategiesKey Skills and QualificationsAction...

  • Supply Chain Financial Strategist

    Há 5 dias

    Belém, Pará, Brasil beBeeFinancial Tempo inteiro US$125.000 - US$135.000

    Job SummaryThis role is a key part of our organization, responsible for developing and implementing financial strategies to support supply chain operations.Key Responsibilities:Develop and calculate metrics/key performance indicators (KPIs) to measure supply chain performance.Provide financial advice to the supply chain management team to ensure sound...

  • Healthcare Outcomes Strategist

    Há 5 dias

    Belém, Pará, Brasil beBeeHealthcare Tempo inteiro US$62.500 - US$79.500

    Clinical Program ManagerImprove employee health and wellbeing outcomes while driving down healthcare costs.Key Responsibilities:Utilize clinical expertise to identify high-cost claimants and develop targeted interventions to enhance outcomes and reduce costs.Develop data-driven strategies to drive better health outcomes and financial performance.Conduct...

  • Insurance Product Strategist

    Há 4 dias

    Belém, Pará, Brasil beBeeManager Tempo inteiro US$77.570 - US$127.430

    Product ManagerGuardian Life is seeking a Product Manager to join our team.This role will be responsible for the development, implementation, and management of dental insurance products.The ideal candidate will have experience in product management, preferably in claims, account management, implementation, and/or product management. Direct dental group...

  • Effective Transportation Strategist

    Há 5 dias

    Belém, Pará, Brasil beBeeLeadership Tempo inteiro US$71.400 - US$114.300

    Transportation Strategy ManagerThe ideal candidate will oversee the creation, maintenance, and enhancement of a comprehensive transportation strategy across the distribution network.Collaborate with Supply Chain Operations, Demand Management, Category, Logistics, and brand leadership to ensure Supply Chain objectives are met or surpassed.Develop, implement,...

  • Family Business Growth Strategist

    1 semana atrás

    Belém, Pará, Brasil beBeeStrategic Tempo inteiro US$135.000 - US$150.000

    Job OverviewWe are seeking a seasoned business consultant to join our team and help family businesses thrive through generational transitions, strategic growth, leadership development, and improved family alignment.This is an opportunity for a highly skilled professional to make a lasting impact on the lives of families, businesses, and communities.Key...