Financial Representative
Há 5 dias
Company Description
At Garavello Capital, we're 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 Representative. The Financial Representative will be responsible for assisting clients with financial planning, managing insurance needs, guiding retirement planning, and providing investment advice. Day-to-day tasks include developing financial strategies, reviewing clients' financial situations, evaluating investment options, and ensuring clients' financial security through tailored solutions.
Qualifications
- Experience in Financial Planning and Finance
- Knowledge of Insurance and Retirement Planning
- Understanding of Investments and related strategies
- Excellent client management and communication skills
- Ability to work independently and remotely
- Relevant professional certifications are a plus
- Bachelor's degree in Finance, Economics, Business, or related field
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Financial Representative
Há 2 dias
Balneário Camboriú, Brasil Garavello Capital Tempo inteiroCompany DescriptionAt Garavello Capital, we're 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 Representative.The...
