Financial Advisor

Acuma-Devere Mexico; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A leading Wealth Management Consultancy in São Paulo seeks experienced Financial Advisors. Candidates should have at least 12 months of financial advisory experience and the ability to manage their own portfolio. This position offers a generous pay structure and the opportunity for career progression. Candidates should be bilingual or native English speakers and willing to work in a fast-paced environment. Remote work is available in beautiful locations worldwide, with additional training and support provided.

Serviços

Generous pay structure

Defined career progression

World-class training platform

Dedicated Administration and Compliance support

Bespoke CRM

Qualificações

• Minimum of 12 months experience in building and maintaining a portfolio.
• Bilingual or native English speaker.
• Comfortable with a self-employed role with uncapped commissions.

Responsabilidades

• Provide investment advice to clients.
• Build and maintain a personal client portfolio.
• Utilize a dedicated administration and compliance support system.

Conhecimentos

Private/personal financial advisory experience

Experience with expatriate clients

European market experience

Descrição da oferta de emprego

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe.

The deVere Group of Companies are the world's premier wealth tech and advice organization.

deVere Group, via its well-regulated subsidiaries, is able to access cutting edge technology to offer the best (often exclusive) products and opportunities in the International Financial Services sector.

We are an award-winning company - we have dominated the FinTech industry in and introduced the #1 training and support platform available to wealth managers in the industry for both on-boarding and Continued Professional Development.

This is an opportunity to work from one of our offices across the most beautiful cities globally, or simply from the comfort of your own home!

What does the ideal person look like?

• Minimum of 12 months private / personal financial advisory experience in building and maintaining your own portfolio.
• Experience with expatriate clients desirable.
• European market experience preferable.

What do we offer?

• A generous pay structure on all products, with a weekly pay run.
• Defined career progression.
• World-class training platform and CPD support.
• Fantastic, fast-paced working environment.
• Dedicated Administration and Compliance support.
• Bespoke CRM.
• Access to exclusive financial products, along with full product training.

Salary : From R$62, per month

Application Question(s) :

• Are you bilingual or native speaking English?
• Do you have your own client bank or network?
• Are you comfortable with an autónomo / self-employed role, with uncapped commissions paid weekly, and a passion and drive for financial sales with the ability to earn in excess of $100,000 in year one?
• Would you be willing to relocate to Panama after an initial training period?

Experience :

• Investment Advice : 1 year (required)

Work Location : In person