Financial Advisor

Há 3 dias

São Paulo, São Paulo, Brasil Garavello Capital Tempo inteiro R$104.000 - R$130.878 por ano

Company Description

At 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 mind.

Role Description

This is a full-time remote role for a Financial Advisor. In this role, you will be responsible for providing comprehensive financial planning and investment advice to clients, assessing their financial needs, and developing customized strategies to meet their objectives. Your day-to-day tasks will include conducting financial assessments, making recommendations on retirement planning and asset management, and assisting clients with investment decisions. Additionally, you will be expected to stay current with financial regulations and market trends to provide the best advice.

Qualifications

  • Financial Planning and Financial Advisory skills
  • Knowledge and experience in Finance, Investments, and Retirement Planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Relevant certifications such as CFP, CFA, or similar are a plus
  • Bachelor's degree in Finance, Economics, Business, or a related field

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