Wealth Management Professional

2 semanas atrás

São Paulo, São Paulo, Brasil beBeeFinancialExpert Tempo inteiro R$105.000 - R$135.000

As a financial expert, you will be responsible for providing guidance to clients. You will work closely with specialists to identify opportunities and develop strategies.

Key Responsibilities:
  • Develop strong relationships with clients, understanding their unique needs and goals.
  • Collaborate with referral networks to increase opportunities and provide access to partners.
  • Stay up-to-date on industry trends and regulatory requirements.
Requirements:
  • Hold Series 7 & 66 licenses.
  • Have two years' experience working in the financial service industry or a sales environment where goals were met.
  • Be a self-starter who efficiently manages time and capacity.
Desirable Skills:
  • Able to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and multitasking abilities.
Professional Development:
  • Ongoing training and development to deepen your skills and optimize your practice.
  • Access to conferences and seminars, providing opportunities for growth and networking.

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