Financial Planning Consultant

Há 5 dias


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

Company Description

At 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 Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for offering comprehensive financial planning services including retirement planning. The Financial Advisor will work closely with clients to understand their financial goals, develop and implement strategies to achieve these goals, and continually monitor their progress.

Qualifications

  • Strong knowledge of Financial Planning and Finance
  • Experience in Retirement Planning and Investments
  • Expertise in Financial Advisory services
  • Excellent communication and interpersonal skills
  • Ability to work independently in a remote setting
  • Bachelor's degree in Finance, Economics, or a related field
  • Certifications such as CFP (Certified Financial Planner) are a plus
  • Experience in asset protection, and college planning is beneficial


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