Financial Services Specialist

Há 2 dias

São Paulo, São Paulo, Brasil beBeeInvestment Tempo inteiro US$100.000 - US$250.000
Investment Advisor Opportunity

We are seeking experienced sales professionals to join our team as Investment Advisors. Our team is dedicated to providing exceptional client service and delivering tailored investment solutions.

About the Role

This is a fantastic opportunity for ambitious sales individuals to develop their skills and advance their careers in financial services. As an Investment Advisor, you will be responsible for building relationships with clients, identifying their needs and goals, and providing personalized investment advice.

Key Responsibilities
  • Develop and maintain strong relationships with existing clients
  • Identify new business opportunities through networking and market research
  • Conduct comprehensive financial assessments to understand clients' needs and goals
  • Provide personalized investment advice and recommendations
  • Stay up-to-date with market trends and regulatory requirements
Requirements
  • Bachelor's degree in a related field (e.g. finance, business)
  • Proven sales experience in financial services
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet targets
  • Series 7 and Series 66 licenses (or ability to obtain within 6 months)
What We Offer
  • Competitive salary and bonus structure
  • Opportunities for career advancement and professional development
  • Comprehensive benefits package, including health insurance and retirement plan
  • Flexible work arrangements and remote work options

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