Financial Planning Consultant

Há 4 dias

Cuiabá, Mato Grosso, Brasil beBeeInvestment Tempo inteiro R$80.000 - R$140.000
Financial Planning Professional

This is a high-level advisory role where you will work closely with individual clients to create personalized financial plans that align with their long-term goals and objectives.

Key Responsibilities:
  • Create comprehensive financial plans that meet clients' needs and exceed their expectations
  • BUILD strong relationships with clients through exceptional service, proactive communication, and continuous support
  • Provide expert advice on investment opportunities and manage client portfolios for optimal growth and returns
  • Identify new business opportunities and expand the client network through strategic partnerships and collaborations
  • Lead and collaborate with teams to deliver exceptional client experiences and drive business results
Requirements:
  • Certified professional designations such as ANCORD, CPA-20, or CEA are mandatory for this role
  • Advanced knowledge of personal financial planning, investments, and wealth management is required
  • Strong analytical and problem-solving skills, along with proficiency in Microsoft Excel, CRM systems, and portfolio tracking software

This role requires a deep understanding of financial markets, tax laws, and regulatory environments. If you have a passion for helping individuals achieve their financial goals, we encourage you to apply your expertise and join our team of dedicated professionals.

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