Junior Financial Planner (Remote)

Kreativstorm; Paulo de Faria; Teletrabalho; BRL 20.000 - 80.000; Tempo integral

Resumo da oferta

An innovative management consulting firm seeks a Junior Financial Planner to join their remote team. This exciting role involves working closely with experienced professionals to assist clients in achieving their financial goals through comprehensive planning and analysis. You will have the opportunity to develop financial plans, conduct analyses, and support investment strategies while learning from industry experts. This role is perfect for those passionate about finance and eager to make a difference in clients' lives. Join a supportive culture focused on continuous learning and professional growth, and kickstart your rewarding career in financial planning.

Serviços

Supportive Work Environment

Continuous Learning Opportunities

Diverse Financial Projects

Qualificações

• Pursuing or having a degree in Finance, Economics, or Accounting.
• Strong analytical and communication skills are essential.

Responsabilidades

• Assist in developing financial plans and conducting analyses.
• Collaborate with senior planners to meet clients' financial objectives.

Conhecimentos

Financial Analysis

Communication Skills

Analytical Skills

Excel

Formação académica

Degree in Finance

Degree in Economics

Degree in Accounting

Ferramentas

Financial Analysis Tools

Excel

Descrição da oferta de emprego

Kickstart your career in financial planning with Kreativstorm, a leading management-consulting firm based in Berlin, Germany. Work remotely with our multinational team and assist clients in achieving their financial goals!

Are you passionate about helping individuals and businesses achieve their financial aspirations? At Kreativstorm, we are dedicated to providing comprehensive financial planning services that empower our clients. As a Junior Financial Planner, you will work closely with experienced financial professionals, gaining insights into investment strategies, retirement planning, and wealth management.

Job Overview and Details:

• Location: Fully Remote
  
• Position: Full-Time
  

Requirements

Ideal Candidates:

• Pursuing or having a degree in Finance, Economics, Accounting, or a related field.
  
• Junior financial planners with a keen interest in financial planning and advisory services.
  
• Proficiency in financial analysis tools and software (e.g., Excel).
  
• Strong analytical and communication skills.
  

Your Role:

• Assist in developing financial plans for clients.
  
• Conduct financial analysis and prepare reports.
  
• Provide support in investment strategy and portfolio management.
  
• Collaborate with senior planners to ensure clients’ financial objectives are met.
  
• Document and present financial plans and recommendations.
  

Why Join Us? Kreativstorm offers a supportive and innovative environment. You will have the opportunity to work on diverse financial projects and learn from industry experts. We believe in fostering a culture of continuous learning and professional growth. Join us to build a rewarding career in financial planning and make a difference in the lives of our clients.

Apply now and pave the way for your future in financial planning!