Wealth Manager

Garavello Capital; Teletrabalho; BRL 40.000 - 60.000; Tempo integral

Resumo da oferta

A financial advisory firm is seeking an Entry Level Wealth Manager for a full-time remote role. The successful candidate will provide comprehensive financial planning and investment strategies while assisting clients with retirement and wealth management services. Responsibilities include client meetings, financial analysis, and portfolio monitoring. A bachelor's degree in finance or economics is required, along with strong expertise in financial and retirement planning. Relevant certifications are highly preferred.

Qualificações

• Strong expertise in Financial Planning and Retirement Planning.
• Proven experience with Wealth Management Services.
• Exceptional interpersonal and communication skills.

Responsabilidades

• Meeting with clients to discuss financial goals.
• Analyzing financial data to provide insights.
• Developing strategic investment plans.
• Monitoring client portfolios.

Conhecimentos

Financial Planning

Retirement Planning

Wealth Management Services

Interpersonal Skills

Communication Skills

Formação académica

Bachelor's degree in Finance, Economics, or a related field

Certifications such as CFP, CFA, or equivalent

Descrição da oferta de emprego

Company Overview

Garavello Capital is dedicated to guiding individuals through their financial journeys with clarity and tailored solutions.

Specializing in asset protection, retirement planning, and college planning, we provide comprehensive strategies to meet the unique financial needs of our clients.

With a commitment to exceptional service and support, we help clients achieve their financial goals and plan for a secure future.

Role Description

This is a full‑time remote role for a Wealth Manager.

The Wealth Manager will be responsible for providing comprehensive financial planning, creating tailored investment strategies, assisting clients with retirement planning, and offering wealth management services.

Day‑to‑day tasks include:

• Meeting with clients
• Analyzing financial data
• Developing strategic plans
• Monitoring portfolios to ensure alignment with client objectives

Qualifications

• Strong expertise in Financial Planning and Retirement Planning
• Proven experience with Wealth Management Services
• Exceptional interpersonal and communication skills, with an ability to build long‑lasting client relationships
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as CFP, CFA, or equivalent are highly preferred
• Demonstrated ability to work independently in a remote environment

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Finance and Sales