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Financial Advisor – Commercial
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Financial Advisor – Commercial
São Paulo, São Paulo, Brazil
Full Time
3 weeks ago
No Sponsorship
Apply Now
Key skills
Communication
About this role
Role Overview
Analyze the financial situation of individual clients, taking into account their needs and personal and family objectives.
Develop and implement tailored financial plans focused on short-, medium
and long-term goals.
Monitor and periodically review financial plans, recommending adjustments when necessary.
Act in a consultative capacity, promoting financial education and building trust-based client relationships.
Collaborate with the Valoriq team to ensure integrated, consistent and personalized solutions.
Requirements
Previous experience in financial planning or with financial products.
Excellent analytical and communication skills.
Proactivity, organization and results orientation.
Knowledge of investments, wealth planning and retirement planning is a plus.
Certifications such as CFP®, CEA, CPA-20 or similar.
Experience with financial planning software or CRMs.
Interest in financial education and ongoing professional development.
Benefits
Commission
Flexible hours
Career development plan
Apply Now
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