Financial Advisor

Há 22 horas


São Paulo, São Paulo, Brasil Garavello Capital Tempo inteiro R$90.000 - R$120.000 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. Our mission is to provide comprehensive solutions tailored to your unique needs, ensuring financial security and peace of mind.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning services and assisting clients with retirement and college planning. Daily tasks include conducting financial analyses, developing financial strategies, and helping clients achieve their financial goals. Additional responsibilities include client relationship management and staying updated on financial market trends.

Qualifications

  • Financial Planning and Financial Advisory skills
  • Experience in Finance and Investments
  • Expertise in Retirement Planning
  • Strong analytical and decision-making skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Professional certifications such as CFP or equivalent are a plus
  • Bachelor's degree in Finance, Economics, or a related field

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