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Investment Advisor – Trainee at Futuro AI | JobVerse
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Investment Advisor – Trainee
Futuro AI
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Investment Advisor – Trainee
São Paulo, São Paulo, Brazil
Contract
3 hours ago
No Sponsorship
Apply Now
Key skills
Mentoring
Sales
About this role
Role Overview
Actively prospect potential clients.
Participate in technical and commercial training provided by the company.
Conduct initial meetings with leads and present value-driven solutions with the support of leaders and financial planners.
Build and maintain your sales pipeline with discipline and consistency.
Work with a focus on relationship building and establishing client trust.
Collaborate closely with the commercial team and in-house financial planners.
Requirements
Active Ancord certification.
Strong interest in the financial markets and consultative client service.
Commercially driven, communicative, and resilient profile.
Discipline and self-management to develop a client portfolio from scratch.
Commitment to targets and continuous learning.
Benefits
Structured training pathway with technical and commercial support.
Mentoring from experienced leaders and close guidance throughout your journey.
Collaborative, meritocratic environment with real opportunities for growth.
Access to our proprietary financial planning and investment methodology.
Potential for partnership in the medium to long term.
Apply Now
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