Financial Planner, Sales

Jobtailor; Piracicaba; Presencial; BRL 60 000 - 100 000; Tempo integral

Resumo da oferta

Jobtailor in Brazil seeks a results-driven financial advisor to prospect new clients and manage a growing client portfolio. You will develop and implement tailored financial strategies, present plans, and support clients through the planning process to execute actionable steps.

You will advise on real estate, retirement investments, income management, and travel planning as part of comprehensive financial life planning.

Qualificações

• Bachelor's degree required or equivalent.
• Certifications such as CPA, C-Pro I, C-Pro R, CFP are advantageous.
• Sales experience is a plus.
• Enjoy taking on challenges and have strong sales skills.
• Passion for helping people and enthusiasm for the financial services industry.

Responsabilidades

• Prospect for new clients
• Manage a client portfolio
• Develop and implement financial strategies tailored to each client's profile and goals
• Present financial plans
• Support clients throughout the financial planning process to implement the action plan
• Advise clients on real estate purchases, retirement investments, income management, expense control, and travel planning
• Implement the company's methodology in clients' financial lives

Conhecimentos

Financial Planning

Income Management

Expense Control

Real Estate Advisory

Retirement Investment

Formação académica

Bachelor's Degree

CPA

C-Pro I

C-Pro R

CFP

Descrição da oferta de emprego

• Prospect for new clients


• Manage a client portfolio


• Develop and implement financial strategies tailored to each client's profile and goals


• Present financial plans


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


• Advise clients on decisions involving real estate purchases, retirement investments, income management, expense control, and travel planning


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

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


• Strong sales skills


• Passion for helping people and enthusiasm for the financial services industry

Core Competencies

Demonstrates expertise in developing and implementing tailored financial strategies, managing client portfolios, and advising on real estate and investment decisions. Strong sales skills and a passion for client support in the financial services industry are essential.

Highest-signal resume keywords

• Financial Strategy Development


• Client Portfolio Management


• Sales Experience


• Financial Market Certifications


• Client Advisory

Hard Skills

• Financial Planning


• Income Management


• Expense Control


• Real Estate Advisory


• Retirement Investment

Soft Skills

• Strong Sales Skills


• Passion for Helping People


• Enthusiasm for Financial Services

Certifications & Qualifications

• Bachelor's Degree


• CPA


• C-Pro I


• C-Pro R


• CFP

Industry Keywords

• Financial Services


• Client Support


• Financial Planning Process


• Action Plan Implementation