Senior Financial Planner

Há 16 horas

Cuiabá, Mato Grosso, Brasil beBeeInvestment Tempo inteiro R$90.000 - R$120.000
Financial Strategist

We are seeking a seasoned financial strategist to join our team. As a trusted advisor to high-net-worth individuals, you will create personalized financial plans tailored to their long-term objectives.

Main Responsibilities
  • Develop and implement customized financial strategies to meet clients' goals;
  • Nurture relationships with high-net-worth clients and provide strategic support in investments;
  • Prospect and serve clients, identifying new business opportunities and expanding the client network;
  • Maintain exceptional service quality and NPS scores through collaboration with the team;
Required Skills and Qualifications
  • Certified ANCORD, CPA-20, or CEA professional (mandatory); CFP, CGA, or CFA (desired);
  • Advanced knowledge of personal financial planning;
  • Bachelor's degree in Administration, Commercial Management, Accounting, or related fields;
  • Familiarity with investments, insurance, consortia, and offshore principles;
  • Proficiency in Excel, CRM, and portfolio tracking systems;

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