Financial Advisor

Há 3 horas

Belo Horizonte, Minas Gerais, Brasil Garavello Capital Tempo inteiro

Company Description

Garavello Capital is dedicated to empowering individuals to navigate their financial journey with confidence and clarity. Specializing in asset protection, retirement planning, and college planning, we provide tailored, comprehensive financial solutions. Our team collaborates closely with clients to understand their unique needs and help them achieve their financial goals. At Garavello Capital, we are passionate about ensuring our clients' financial well-being at every stage of life.

Role Description

This is a full-time, remote role for a Financial Advisor. The responsibilities include providing expert financial advice and guidance to clients, developing personalized financial plans, and assisting with retirement planning. The advisor will also stay informed about trends in financial markets and products, ensuring clients receive the highest level of service to meet their long-term financial objectives.

Qualifications

  • Proficiency in Financial Planning and Financial Advisory to offer tailored solutions and strategies
  • Expertise in Retirement Planning to guide clients in achieving their post-retirement financial goals
  • Ability to build strong relationships through excellent communication, interpersonal, and customer service skills
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Proven ability to work independently in a remote environment and achieve client satisfaction

  • Executive Assistant

    2 semanas atrás

    Belo Horizonte, Minas Gerais, Brasil Hire Overseas Tempo inteiro

    We're seeking a top-tier Executive Assistant for a dynamic asset management firm who excels at executive-level support and stakeholder coordination. This role demands someone who can seamlessly manage complex calendars, facilitate high-stakes meetings, and streamline operations for maximum efficiency.You'll be the strategic right-hand supporting investment...

  • Financial Advisor Belo Horizonte

    1 dia atrás

    Belo Horizonte, Brasil Xp Tempo inteiro

    Nossa história começou em ****, 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...

  • Inside Sales Representative

    23 minutos atrás

    Belo Horizonte, Brasil Revenx Tempo inteiro

    Sales RepresentativeFully Remote | $18K–$30K USD Base + Uncapped Commission | $40,000 - $60,000+ USD OTEEST Hours | CRM: HubSpot/Highlevel | Industry: Marketing Services for Financial Services / Retirement AgentsPosition SummaryRevenx is seeking a high-performing Sales Representative to drive revenue by closing both inbound and outbound...

  • Investment manager

    Há 4 horas

    Belo Horizonte, Brasil RONIN Studies Tempo inteiro

    Company- RONIN International is an independent B2 B market research company specialising in business, healthcare and tech studies. We are part of the Rippleffect Group (formerly Fat Media Group) and are Company Partners of The Market Research Society (MRS), Corporate Members of ESOMAR, Members of the Insights Association and Council Members of The...

  • Investment Manager

    Há 8 horas

    Belo Horizonte, Brasil Ronin Studies Tempo inteiro

    Company- RONIN International is an independent B2 B market research company specialising in business, healthcare and tech studies. We are part of the Rippleffect Group (formerly Fat Media Group) and are Company Partners of The Market Research Society (MRS), Corporate Members of ESOMAR, Members of the Insights Association and Council Members of The...

  • Cfo/Cpa/Bookeeper For Multiple Companies In Florida, Usa

    1 dia atrás

    Belo Horizonte, Brasil Joy Of Cleaning Fl Tempo inteiro

    1. What We Want (Who You Are)We're looking for a Bookkeeper who is:Skills & ExperienceFluent or native English speaker with excellent verbal and written communication skillsExperienced in bookkeeping, accounting, or financial management, preferably for multiple businessesProficient in using:QuickBooks (required)Google Suite (Docs, Sheets, Calendar, Forms)AI...

  • Investment Manager

    Há 2 dias

    Belo Horizonte, Brasil RONIN Studies Tempo inteiro

    Company RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies. We are part of the Rippleffect Group (formerly Fat Media Group) and are Company Partners of The Market Research Society (MRS), Corporate Members of ESOMAR, Members of the Insights Association and Council Members of The Interviewer...

  • Assessor(A) De Investimentos Bh

    Há 2 dias

    Belo Horizonte, Brasil Valor Investimentos - Carreiras Tempo inteiro

    O **Assessor de Investimentos** é um dos profissionais mais requisitados do mercado atual!Se você tem experiência em instituições financeiras, **espírito empreendedor**, um **sonho grande** e quer dar um novo passo em direção à **profissão do futuro**, seu lugar é no **#TimeDeValor.**Esta é a sua oportunidade de participar da transformação do...

  • Chief Legal Officer

    Há 5 horas

    Belo Horizonte, Brasil Gold & Aron Tempo inteiro

    Gold & Aron Conseil is an executive search company.We are recruiting a CLO on behalf of our client.Our client is a growing Brazilian fintech with strong social impact and evolving from a startup into a disciplined, institutional-grade organization.In order to accelerate growth even more, the firm is seeking a Chief Legal Officer.The Ideal candidate is...

  • Cfo/Cpa/Bookeeper For Multiple Companies In Florida, Usa

    3 semanas atrás

    Belo Horizonte, Brasil Joy Of Cleaning Fl Tempo inteiro

    1. What We Want (Who You Are) We're looking for a Bookkeeper who is: Skills & Experience Fluent or native English speaker with excellent verbal and written communication skills Experienced in bookkeeping, accounting, or financial management, preferably for multiple businesses Proficient in using: QuickBooks (required) Google Suite (Docs, Sheets, Calendar,...

  • Inside Sales Representative

    2 semanas atrás

    Belo Horizonte, Brasil Revenx Tempo inteiro

    💼 Sales Representative 📍 Fully Remote | 💸 $18K–$30K USD Base + Uncapped Commission | $40 - $60K+ USD OTE 🕒 EST Hours | CRM: HubSpot/Highlevel | Industry: Marketing Services for Financial Services / Retirement Agents 📌 Position Summary Revenx is seeking a high-performing Sales Representative to drive revenue by closing both inbound and...