Financial Services Consultant

Há 5 dias

Greater São Paulo Area, Brasil Garavello Capital Tempo inteiro

Company Description

Garavello Capital is dedicated to empowering individuals to navigate their financial journey with confidence and clarity. Specializing in asset protection, retirement planning, and college planning, we provide tailored, comprehensive financial solutions. Our team collaborates closely with clients to understand their unique needs and help them achieve their financial goals. At Garavello Capital, we are passionate about ensuring our clients' financial well-being at every stage of life.

Role Description

This is a full-time, remote role for a Financial Advisor. The responsibilities include providing expert financial advice and guidance to clients, developing personalized financial plans, and assisting with retirement planning. The advisor will also stay informed about trends in financial markets and products, ensuring clients receive the highest level of service to meet their long-term financial objectives.

Qualifications

  • Proficiency in Financial Planning and Financial Advisory to offer tailored solutions and strategies
  • Experience in Finance and Investments to design and manage client-focused investment portfolios
  • Expertise in Retirement Planning to guide clients in achieving their post-retirement financial goals
  • Ability to build strong relationships through excellent communication, interpersonal, and customer service skills
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Proven ability to work independently in a remote environment and achieve client satisfaction

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