Investment Advisor

Relou RH

Assessor de Investimentos working in a high-performance environment with a focus on strategic growth and client relations. Position involves advisory roles in fixed and variable income investments and performance tracking.

Posted 5/4/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Prospecting and developing a client portfolio
Raising funds and building long-term relationships
Strategic investment advisory on fixed-income and equity products
Monitoring clients' portfolio performance
Consultative approach focused on creating value
Meeting fundraising and growth targets

Requirements

What you’ll need

Active ANCORD certification required
Previous experience in the financial market or in consultative sales
Highly results-oriented profile
Strong relationship-building skills and ability to establish trust
Long-term mindset with a focus on building client wealth

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Relou RH Website LinkedIn All Job Openings 1 - 10 employees Founded 2023 Olá! Meu nome é Rebeca Louise e eu atuo de forma estratégica em todos os subsistemas de RH. Meu foco é auxiliar você empresário a gerir pessoas de forma estratégica, valorizando lucro e bem estar simultaneamente. Investment Advisor Job not on LinkedIn 🔥 3 minutes ago 🇧🇷 Brazil – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🗣️🇧🇷🇵🇹 Portuguese Required Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Prospecting and developing a client portfolio
Raising funds and building long-term relationships
Strategic investment advisory on fixed-income and equity products
Monitoring clients' portfolio performance
Consultative approach focused on creating value
Meeting fundraising and growth targets 🎯 Requirements
Active ANCORD certification required
Previous experience in the financial market or in consultative sales
Highly results-oriented profile
Strong relationship-building skills and ability to establish trust
Long-term mindset with a focus on building client wealth Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Finance Transformation Analyst, Senior 🔥 1 hour ago ASAAS 501 - 1000 🥽 AR/VR 📱 Media 🛍️ eCommerce Website LinkedIn All Job Openings Analista de Finance Transformation Sr optimizing financial processes and leading transformation initiatives for the Finance team at a Brazilian fintech. 🇧🇷 Brazil – Remote ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🗣️🇧🇷🇵🇹 Portuguese Required Client Finance Coordinator – Advertising 🔥 7 hours ago Truelogic Software 501 - 1000 ☁️ SaaS 🤝 B2B 🏢 Enterprise Website LinkedIn All Job Openings Client Finance Coordinator overseeing end-to-end revenue operations in a remote role for a leading nearshore staff augmentation company in Brazil. Responsible for financial integrity, reporting, and billing processes. 🇧🇷 Brazil – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) FP&A Specialist II 🕒 5 days ago Grupo Boticário 10,000+ employees 💄 Beauty 🛒 Retail 🧘 Wellness Website LinkedIn All Job Openings FP&A Specialist managing financial planning and analysis for Beleza na Web. Responsible for financial performance indicators and executive presentations to leadership. 🇧🇷 Brazil – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🗣️🇧🇷🇵🇹 Portuguese Required Executive Business Partner – CFO 🕒 6 days ago Paired 1 - 10 🤝 B2B 🎯 Recruiter 👥 HR Tech Website LinkedIn All Job Openings Executive Business Partner to CFO at a dynamic US-based company. Providing strategic operational support in a remote role. 🇧🇷 Brazil – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Product Manager – Financial Services 🕒 6 days ago Truelogic Software 501 - 1000 ☁️ SaaS 🤝 B2B 🏢 Enterprise Website LinkedIn All Job Openings Leading product strategy and execution in a FinTech platform serving small and medium-sized businesses. Manage the product lifecycle and collaborate with cross-functional teams to drive innovation. 🇧🇷 Brazil – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🗣️🇧🇷🇵🇹 Portuguese Required View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

investment advisoryfixed-income productsequity productsportfolio performance monitoring

Soft Skills

relationship-buildingconsultative approachresults-orientedtrust establishmentlong-term mindset

Certifications

ANCORD certification