Financial Planner – Commercial
Braúna Investimentos
full-time
Posted on:
Location Type: Hybrid
Location: Brasil
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About the role
- Prospecting and management of client portfolios.
- Developing customized financial strategies.
- Presenting financial plans.
- Ongoing follow-up to implement the action plan.
Requirements
- Experience or certifications in the financial market (CPA-10, CPA-20, CEA or CFP).
- Previous experience in the commercial/sales area.
- Motivated, challenge-driven profile.
Benefits
- Bonus
- Flexible hours
- Career progression plan
- Training methodology
- Financial incentive program
- Partnership model
- Potential access to Total Pass
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
motivatedchallenge-driven
Certifications
CPA-10CPA-20CEACFP