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Empregga

Investment Advisor

Empregga

Assessor de Investimentos atuando em Assessoria de Investimentos na região de Passo Fundo - RS. Responsável por atendimento ao cliente e desenvolvimento comercial consultivo.

Posted 5/17/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Provide client service, identifying needs and delivering consultative support
  • Acquire new clients for your portfolio
  • Build client loyalty through personalized, consultative support
  • Participate in meetings and fairs, and contribute to the development of commercial and consultative routines aligned with finance

Requirements

What you’ll need
  • University degree
  • Economics
  • Financial Management
  • ANCORD certification - required
  • 3 to 5 years of professional experience

Benefits

Comp & perks
  • Competitive commission structure
  • Training & Development
  • Career progression plan

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Financial ManagementEconomics
Soft Skills
client serviceconsultative supportclient loyaltycommunicationrelationship building
Certifications
ANCORD certification