Financial Planner – Sales

Jobtailor; São Paulo; Presencial; BRL 60 000 - 120 000; Tempo integral

Resumo da oferta

Jobtailor in São Paulo, Brazil, seeks a client-focused financial professional to prospect new clients, manage a client portfolio, and tailor financial strategies to individual goals. You will present financial plans, support clients through their planning journey, implement the company’s methodology in clients’ lives, and guide them toward their financial goals.

A Bachelor's degree is required; CPA/C-Pro/CFP certifications are a plus.

Qualificações

• Bachelor's degree in a relevant field (finance, business, or related).
• CPA / CFP certifications are a plus.
• Sales experience is a plus.
• Willingness to take on challenges is a plus.

Responsabilidades

• Prospect for new clients.
• Manage a client portfolio.
• Develop and implement financial strategies tailored to clients' profiles and goals.
• Present financial plans.
• Support clients throughout their financial planning journey to effectively implement action plans.
• Implement the company's methodology in clients' financial lives.
• Guide clients toward their financial goals.
• Assist clients with decisions regarding real estate purchases, retirement, income management, expense control, and travel planning.
• Provide exceptional client service by combining strong technical and commercial skills.

Conhecimentos

Sales experience

Strong sales skills

Passion for helping people

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 clients' profiles and goals


• Present financial plans


• Support clients throughout their financial planning journey to effectively implement action plans


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


• Guide clients toward their financial goals


• Assist clients with decisions regarding real estate purchases, retirement, income management, expense control, and travel planning


• Provide exceptional client service by combining strong technical and commercial skills

Requirements

• Bachelor's degree


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


• Sales experience is a plus


• A willingness to take on challenges is a plus


• Passion for helping people


• Enthusiasm for the financial sector


• Strong sales skills

Core Competencies

Demonstrates expertise in developing and implementing tailored financial strategies, guiding clients through their financial planning journey, and providing exceptional client service. Strong sales skills and financial market certifications enhance the ability to manage client portfolios effectively.

Highest-signal resume keywords

• Financial Strategy Development


• Client Portfolio Management


• Sales Experience


• Financial Market Certifications


• Exceptional Client Service

Hard Skills

• Financial Planning


• Real Estate Decision Support


• Income Management


• Expense Control


• Travel Planning

Soft Skills

• Passion for Helping People


• Enthusiasm for Financial Sector


• Willingness to Take on Challenges

Certifications & Qualifications

• CPA


• C-Pro I


• C-Pro R


• CFP

Industry Keywords

• Client Service


• Financial Goals


• Financial Methodology


• Sales Skills