Financial Planner – Sales

Jobtailor; Campinas; Presencial; BRL 90 000 - 130 000; Tempo integral

Resumo da oferta

Jobtailor in São Paulo, Campinas, Brazil seeks a dedicated financial advisor to help clients achieve their financial goals through tailored planning and proactive service.

You will guide clients toward their objectives, manage a diverse portfolio, and create financial strategies aligned with each profile, presenting plans clearly.

Bachelor’s degree is required; CPA / C-Pro / CFP certifications are a plus. Strong sales skills and a passion for helping people are essential.

Qualificações

• Bachelor’s degree required.
• Certifications (CPA / C-Pro I / C-Pro R / CFP) are a plus.
• Sales experience is a plus.
• Enjoy taking on challenges.
• Passion for helping people.
• Enthusiasm for the financial sector.
• Strong sales skills.

Responsabilidades

• Help clients make financial decisions on property, retirement, income, expenses, and travel.
• Provide exceptional client service.
• Implement the company’s financial-methodology in client lives.
• Guide clients toward their financial goals.
• Prospect for new clients.
• Manage a client portfolio.
• Create tailored financial strategies for client profiles.
• Present financial plans.
• Support clients through the planning process to implement the action plan.

Conhecimentos

Financial Planning

Client Portfolio Management

Sales Experience

Client Service

Financial Market Certifications

Formação académica

Bachelor’s degree

Financial Market Certifications

Descrição da oferta de emprego

• Help clients make financial decisions regarding property purchases, retirement, income management, expense control, and travel planning


• Provide exceptional client service


• Implement the company’s methodology in clients’ financial lives


• Guide clients toward their financial goals


• Prospect for new clients


• Manage a client portfolio


• Create and develop financial strategies tailored to clients’ profiles and objectives


• Present financial plans


• Support clients throughout the financial planning process to effectively implement the action plan

Requirements

• Bachelor’s degree


• Financial market certifications (CPA / C-Pro I / C-Pro R / CFP) are a plus


• Sales experience is a plus


• Enjoy taking on challenges


• Passion for helping people


• Enthusiasm for the financial sector


• Strong sales skills

Core Competencies

Demonstrates expertise in financial planning and client management, with a focus on creating tailored financial strategies and providing exceptional client service. Strong ability to guide clients toward their financial goals while managing a diverse portfolio.

Highest-signal resume keywords

• Financial Planning


• Client Portfolio Management


• Financial Market Certifications


• Sales Experience


• Client Service

Hard Skills

• Financial Strategy Development


• Expense Control


• Income Management


• Retirement Planning


• Property Purchase Guidance

Soft Skills

• Passion for Helping People


• Enthusiasm for Financial Sector


• Strong Sales Skills


• Challenge Acceptance

Certifications & Qualifications

• CPA


• C-Pro I


• C-Pro R


• CFP

Industry Keywords

• Financial Decisions


• Client Service


• Prospecting


• Action Plan Implementation


• Financial Goals