Financial Advisor

Há 3 dias


Greater São Paulo Area, Brasil Garavello Capital Tempo inteiro

Company Description

Garavello Capital is dedicated to guiding individuals through their financial journeys with confidence and clarity. Specializing in asset protection, retirement planning, and college planning, the firm provides tailored, comprehensive financial solutions to suit each client's unique needs. Through personalized strategies, Garavello Capital works to safeguard its clients' financial futures while helping them achieve their long-term goals.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing personalized financial planning services, managing client relationships, and offering expertise in estate planning and planning strategies. Responsibilities include identifying client objectives, developing tailored solutions, and maintaining client portfolios to meet financial goals. Additionally, the advisor will collaborate with other professionals to ensure optimal financial outcomes for clients.

Qualifications

  • Proficiency in Financial Planning and related services
  • Skills in Business Relationship Management to effectively collaborate with diverse clients
  • Experience with Estate Planning and Certified Financial Planner (CFP) certification preferred
  • Knowledge of Investments and portfolio management
  • Exceptional communication and client service skills
  • Ability to work independently in a remote setting
  • Bachelor's degree in Finance, Business, Economics, or a related field
  • Prior experience in wealth management or financial advisory roles is advantageous


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