Financial Representative
Há 2 dias
Company 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 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.QualificationsExperience in Financial Planning and FinanceKnowledge of Insurance and Retirement PlanningUnderstanding of Investments and related strategiesExcellent client management and communication skillsAbility to work independently and remotelyRelevant professional certifications are a plusBachelor's degree in Finance, Economics, Business, or related field
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Financial Representative
Há 5 dias
Balneário Camboriú, Santa Catarina, Brasil Garavello Capital Tempo inteiro R$80.000 - R$120.000 por anoCompany 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...
