Financial Advisor

Há 4 dias


Sao Paulo, Brasil Hiring Arc Tempo inteiro

**FINANCIAL ADVISOR**
- $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis
- MUST HAVE 7/66 (63/65) _
- WE PROVIDE- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.-
- Marketing strategies to reach wider audiences with greater appeal.-
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.-
- Potential Opportunities for professional growth.-
- Leadership opportunities, including leading client and conference seminars- Required skills:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.-
- Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)-
- Is a self-starter who efficiently manages time and capacity.-
- Sets and accomplishes goals, achieving whatever you put your mind to.-
- Builds and nurtures strong relationships.-
- Collaborates effectively with others to get things done.-
- Communicates effectively and confidently and is comfortable engaging all clients.-
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.-
- Likes to learn, adapts to new information and seeks the right solutions for clients.-
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.- Desired skills:
- Proven ability to partner and promote lead generation.-
- Experience balancing investment management, sales activities and new client development.-
- Strong computer skills and the ability to multitask in a demanding environment.-
- A bachelor’s degree, preferably in business-related field.-
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).-
- Obtained insurance licenses.


  • Financial Advisor

    Há 4 dias


    Sao Paulo, Brasil deVere Group London Tempo inteiro

    We are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team. If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak...

  • Financial Advisor

    2 semanas atrás


    Sao Paulo, Brasil Acuma-deVere Mexico Tempo inteiro

    We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe.The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...

  • Financial Advisor

    1 semana atrás


    São Paulo, São Paulo, Brasil Garavello Capital Tempo inteiro R$60.000 - R$120.000 por ano

    Company DescriptionAt Garavello Capital, we're committed to helping you navigate life's financial journey with confidence and clarity. We specialize in asset protection, retirement planning, and college planning. Garavello Capital provides comprehensive solutions tailored to your unique needs, ensuring that you can achieve your financial goals with peace of...

  • Financial Advisor

    4 semanas atrás


    São Paulo, São Paulo, Brasil deVere Group London Tempo inteiro

    We are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team.If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with...

  • Financial Advisor

    4 semanas atrás


    São Paulo, São Paulo, Brasil Hiring Arc Tempo inteiro

    **FINANCIAL ADVISOR**- $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis- MUST HAVE 7/66 (63/65) _- WE PROVIDE- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.-- Marketing strategies to reach...

  • Associate, Financial Advisor

    2 semanas atrás


    São Paulo, Brasil XP Inc. Tempo inteiro

    About XP Investments Miami Join Our Dream at XP Investments Miami! At XP Investments Miami, we believe in big dreams, entrepreneurship, and an open-minded culture that empowers every team member to innovate and grow. We’re on a mission to redefine financial markets and create exceptional client experiences — and we want YOU to be part of this journey!...


  • São Paulo, São Paulo, Brasil Garavello Capital Tempo inteiro R$90.000 - R$120.000 por ano

    Company DescriptionAt Garavello Capital, we are committed to helping you navigate life's financial journey with confidence and clarity. Specializing in asset protection, retirement planning, and college planning, we provide comprehensive solutions tailored to your unique needs.Role DescriptionThis is a full-time remote role for a Financial Advisor. The...

  • Analyst, Financial Advisor

    2 semanas atrás


    São Paulo, Brasil XP Tempo inteiro

    Sobre nós A XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com...

  • Analyst, Financial Advisor

    1 semana atrás


    São Paulo, Brasil XP Tempo inteiro

    Sobre nós A XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com...

  • Financial Advisor

    3 semanas atrás


    São Paulo, Brasil XP Tempo inteiro

    Sobre nós Nossa história começou em 2001, com um pequeno escritório de agentes autônomos de investimentos em Porto Alegre e hoje somos um grande ecossistema de serviços financeiros, mídia e educação. Chegamos até aqui com a dedicação de equipes talentosas que tiveram garra, determinação, resiliência e, acima de tudo, ambição de fazer o...